Three Bridge Wealth Advisors’s Eaton ETN Stock Holding History

Three Bridge Wealth 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 Q3	–	Sell	-670	Closed	-$239K	–	105
2025 Q2	$239K	Buy	+670	New	+$206K	0.06%	110

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 $3.37T 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

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

Three Bridge Wealth Advisors's ETN Position: Q3 2025 in Review

Three Bridge Wealth Advisors sold out of Eaton (ETN) in Q3 2025, closing a stake of 670 shares — an estimated $239K sold.

Three Bridge Wealth Advisors first reported a position in ETN in Q2 2025 and held it in 1 quarter. The position peaked at $239K in Q2 2025. 2,388 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

Three Bridge Wealth Advisors reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
Three Bridge Wealth Advisors sold 670 Eaton shares in Q3 2025, an estimated $239K.
Three Bridge Wealth Advisors first reported a position in Eaton in Q2 2025 and held it in 1 quarter.
Three Bridge Wealth Advisors's Eaton position peaked at $239K in Q2 2025.
2,388 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.