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Sonora Investment Management Group’s Eaton ETN Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$808K Sell
2,160
-25
-1% -$9.09K 0.06% 140
2025
Q2 		$780K Buy
2,185
+14
+0.6% +$4.31K 0.06% 142
2025
Q1 		$590K Buy
2,171
+177
+9% +$55.1K 0.05% 156
2024
Q4 		$662K Buy
1,994
+8
+0.4% +$2.81K 0.05% 149
2024
Q3 		$658K Sell
1,986
-45
-2% -$13.7K 0.05% 151
2024
Q2 		$635K Hold
2,031
– – 0.05% 158
2024
Q1 		$635K Buy
2,031
+8
+0.4% +$2.19K 0.05% 158
2023
Q4 		$487K Sell
2,023
-672
-25% -$148K 0.04% 171
2023
Q3 		$575K Hold
2,695
– – 0.05% 155
2023
Q2 		$542K Sell
2,695
-13
-0.5% -$2.29K 0.05% 156
2023
Q1 		$464K Buy
2,708
+14
+0.5% +$2.33K 0.04% 164
2022
Q4 		$423K Sell
2,694
-29
-1% -$4.45K 0.04% 171
2022
Q3 		$343K Hold
2,723
– – 0.04% 144
2022
Q2 		$343K Buy
2,723
+106
+4% +$14.8K 0.03% 177
2022
Q1 		$396K Sell
2,617
-11
-0.4% -$1.72K 0.04% 147
2021
Q4 		$454K Buy
+2,628
New +$436K 0.05% 141

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sonora Investment Management Group's ETN Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Eaton (ETN) stake by 1.1% in Q3 2025, selling an estimated $9.09K and leaving 2,160 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #140.

Sonora Investment Management Group first reported a position in ETN in Q4 2021 and has held it in 16 quarters since. 2,384 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Sonora Investment Management Group held 2,160 shares of Eaton worth $808K as of Q3 2025.
  • Sonora Investment Management Group sold 25 Eaton shares in Q3 2025, an estimated $9.09K.
  • Eaton made up 0.06% of Sonora Investment Management Group's portfolio in Q3 2025, its #140 holding.
  • Sonora Investment Management Group first reported a position in Eaton in Q4 2021 and has held it in 16 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.