XWM
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Xcel Wealth Management’s Eaton ETN Stock Holding History

Xcel Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Buy
+671
New +$240K 0.07% 126
2025
Q1 		– Sell
-616
Closed -$204K – 131
2024
Q4 		$204K Hold
616
– – 0.06% 125
2024
Q3 		$204K Buy
+616
New +$204K 0.06% 124