Tyler-Stone Wealth Management’s Eaton ETN Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$2.01M	Buy	5,626 +323	+6%	+$99.5K	0.32%	61
2025 Q1	$1.44M	Buy	5,303 +65	+1%	+$20.2K	0.26%	78
2024 Q4	$1.74M	Buy	5,238 +10	+0.2%	+$3.51K	0.31%	61
2024 Q3	$1.73M	Buy	5,228 +2,615	+100%	+$799K	0.33%	65
2024 Q2	$819K	Buy	2,613 +43	+2%	+$13.9K	0.34%	54
2024 Q1	$803K	Buy	2,570 +13	+0.5%	+$3.55K	0.36%	52
2023 Q4	$616K	Buy	2,557 +3	+0.1%	+$662	0.31%	69
2023 Q3	$545K	Buy	2,554 +150	+6%	+$32.3K	0.31%	66
2023 Q2	$483K	Buy	+2,404	New	+$423K	0.27%	74
2022 Q4	$377K	Hold	2,404	–	–	0.26%	84
2022 Q3	$321K	Hold	2,404	–	–	0.24%	89
2022 Q2	$303K	Buy	2,404 +25	+1%	+$3.5K	0.2%	105
2022 Q1	$361K	Hold	2,379	–	–	0.2%	107
2021 Q4	$411K	Buy	+2,379	New	+$394K	0.22%	100

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tyler-Stone Wealth Management's ETN Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Eaton (ETN) stake by 6.1% in Q2 2025, buying an estimated $99.5K and bringing the position to 5,626 shares worth $2.01M. The position accounts for 0.32% of the portfolio, ranked #61.

Tyler-Stone Wealth Management first reported a position in ETN in Q4 2021 and has held it in 14 quarters since. 2,321 funds tracked by Wall St. Rank hold ETN as of Q2 2025.

Tyler-Stone Wealth Management held 5,626 shares of Eaton worth $2.01M as of Q2 2025.
Tyler-Stone Wealth Management bought 323 Eaton shares in Q2 2025, an estimated $99.5K.
Eaton made up 0.32% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #61 holding.
Tyler-Stone Wealth Management first reported a position in Eaton in Q4 2021 and has held it in 14 quarters since.
2,321 funds tracked by Wall St. Rank held Eaton as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.