Unique Wealth Strategies’s Eaton ETN Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-22	Closed	-$6.88K	–	359
2024 Q2	$6.88K	Buy	+22	New	+$7.1K	﹤0.01%	361

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Unique Wealth Strategies's ETN Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Eaton (ETN) in Q3 2024, closing a stake of 22 shares — an estimated $6.88K sold.

Unique Wealth Strategies first reported a position in ETN in Q2 2024 and held it in 1 quarter. The position peaked at $6.88K in Q2 2024. 2,123 funds tracked by Wall St. Rank hold ETN as of Q3 2024.

Unique Wealth Strategies reported no remaining Eaton position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 22 Eaton shares in Q3 2024, an estimated $6.88K.
Unique Wealth Strategies first reported a position in Eaton in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Eaton position peaked at $6.88K in Q2 2024.
2,123 funds tracked by Wall St. Rank held Eaton as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.