Syverson Strege & Co’s Eaton ETN Stock Holding History

Syverson Strege & Co’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	–	Sell	-580	Closed	-$207K	–	169
2025 Q2	$207K	Buy	+580	New	+$179K	0.05%	158
2021 Q4	–	Sell	-77	Closed	-$11K	–	356
2021 Q3	$11K	Buy	+77	New	+$12.3K	0.01%	231

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Syverson Strege & Co's ETN Position: Q3 2025 in Review

Syverson Strege & Co sold out of Eaton (ETN) in Q3 2025, closing a stake of 580 shares — an estimated $207K sold.

Syverson Strege & Co first reported a position in ETN in Q3 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2025. 2,388 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

Syverson Strege & Co reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
Syverson Strege & Co sold 580 Eaton shares in Q3 2025, an estimated $207K.
Syverson Strege & Co first reported a position in Eaton in Q3 2021 and held it in 2 quarters.
Syverson Strege & Co's Eaton position peaked at $207K in Q2 2025.
2,388 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Syverson Strege & Co's 13F filing for Q3 2025, filed 1 Dec 2025.