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Summit Place Financial Advisors’s Eaton ETN Stock Holding History

Summit Place Financial 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
-581
Closed -$217K – 100
2025
Q3 		$217K Buy
+581
New +$211K 0.1% 98

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Place Financial Advisors's ETN Position: Q4 2025 in Review

Summit Place Financial Advisors sold out of Eaton (ETN) in Q4 2025, closing a stake of 581 shares — an estimated $217K sold.

Summit Place Financial Advisors first reported a position in ETN in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Summit Place Financial Advisors reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
  • Summit Place Financial Advisors sold 581 Eaton shares in Q4 2025, an estimated $217K.
  • Summit Place Financial Advisors first reported a position in Eaton in Q3 2025 and held it in 1 quarter.
  • Summit Place Financial Advisors's Eaton position peaked at $217K in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Summit Place Financial Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.