SoundView Advisors’s Eaton ETN Stock Holding History

SoundView Advisors’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 Q4	–	Sell	-600	Closed	-$224K	–	33
2025 Q3	$224K	Hold	600	–	–	0.08%	22
2025 Q2	$214K	Buy	+600	New	+$185K	0.08%	34

Other funds holding ETN

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

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

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

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

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

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

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

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

SoundView Advisors's ETN Position: Q4 2025 in Review

SoundView Advisors sold out of Eaton (ETN) in Q4 2025, closing a stake of 600 shares — an estimated $224K sold.

SoundView Advisors first reported a position in ETN in Q2 2025 and held it in 2 quarters. The position peaked at $224K in Q3 2025. 2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

SoundView Advisors reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
SoundView Advisors sold 600 Eaton shares in Q4 2025, an estimated $224K.
SoundView Advisors first reported a position in Eaton in Q2 2025 and held it in 2 quarters.
SoundView Advisors's Eaton position peaked at $224K in Q3 2025.
2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on SoundView Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.