Significant Wealth Partners’s Eaton ETN Stock Holding History

Significant Wealth Partners’s Portfolio ETN Stock Details ETN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,066	Closed	-$333K	–	95
2024 Q1	$333K	Buy	+1,066	New	+$291K	0.22%	119

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Significant Wealth Partners's ETN Position: Q2 2024 in Review

Significant Wealth Partners sold out of Eaton (ETN) in Q2 2024, closing a stake of 1,066 shares — an estimated $333K sold.

Significant Wealth Partners first reported a position in ETN in Q1 2024 and held it in 1 quarter. The position peaked at $333K in Q1 2024. 2,077 funds tracked by Wall St. Rank hold ETN as of Q2 2024.

Significant Wealth Partners reported no remaining Eaton position as of Q2 2024 after selling out during the quarter.
Significant Wealth Partners sold 1,066 Eaton shares in Q2 2024, an estimated $333K.
Significant Wealth Partners first reported a position in Eaton in Q1 2024 and held it in 1 quarter.
Significant Wealth Partners's Eaton position peaked at $333K in Q1 2024.
2,077 funds tracked by Wall St. Rank held Eaton as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.