Stuart Chaussee & Associates’s Eaton ETN Stock Holding History

Stuart Chaussee & Associates’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	-345	Closed	-$129K	–	46
2025 Q3	$129K	Hold	345	–	–	0.03%	59
2025 Q2	$123K	Hold	345	–	–	0.03%	58
2025 Q1	$93.8K	Hold	345	–	–	0.02%	53
2024 Q4	$114K	Hold	345	–	–	0.03%	51
2024 Q3	$114K	Hold	345	–	–	0.03%	44
2024 Q2	$108K	Hold	345	–	–	0.03%	41
2024 Q1	$108K	Hold	345	–	–	0.03%	41
2023 Q4	$83.1K	Buy	345 +53	+18%	+$11.7K	0.02%	44
2023 Q3	$62.3K	Hold	292	–	–	0.02%	42
2023 Q2	$58.7K	Hold	292	–	–	0.02%	45
2023 Q1	$50K	Hold	292	–	–	0.02%	44
2022 Q4	$45.8K	Hold	292	–	–	0.02%	46
2022 Q3	$39K	Hold	292	–	–	0.09%	38
2022 Q2	$37K	Hold	292	–	–	0.08%	42
2022 Q1	$44K	Sell	292 -89	-23%	-$13.9K	0.02%	54
2021 Q4	$66K	Buy	381 +89	+30%	+$14.8K	0.03%	41
2021 Q3	$44K	Hold	292	–	–	0.07%	40
2021 Q2	$43K	Hold	292	–	–	0.02%	48
2021 Q1	$40K	Hold	292	–	–	0.02%	56
2020 Q4	$35K	Hold	292	–	–	0.01%	51
2020 Q3	$30K	Buy	+292	New	+$28.5K	0.01%	53

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

Stuart Chaussee & Associates's ETN Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Eaton (ETN) in Q4 2025, closing a stake of 345 shares — an estimated $129K sold.

Stuart Chaussee & Associates first reported a position in ETN in Q3 2020 and held it in 21 quarters. The position peaked at $129K in Q3 2025. 2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 345 Eaton shares in Q4 2025, an estimated $129K.
Stuart Chaussee & Associates first reported a position in Eaton in Q3 2020 and held it in 21 quarters.
Stuart Chaussee & Associates's Eaton position peaked at $129K in Q3 2025.
2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.