AWA
ETN icon

A4 Wealth Advisors’s Eaton ETN Stock Holding History

A4 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
2026
Q1 		$212K Sell
593
-450
-43% -$160K 0.17% 94
2025
Q4 		$332K Sell
1,043
-556
-35% -$197K 0.29% 72
2025
Q3 		$598K Buy
+1,599
New +$582K 0.5% 56

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

A4 Wealth Advisors's ETN Position: Q1 2026 in Review

A4 Wealth Advisors reduced its Eaton (ETN) stake by 43% in Q1 2026, selling an estimated $160K and leaving 593 shares worth $212K. The position accounts for 0.17% of the portfolio, ranked #94.

A4 Wealth Advisors first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. The position peaked at $598K in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • A4 Wealth Advisors held 593 shares of Eaton worth $212K as of Q1 2026.
  • A4 Wealth Advisors sold 450 Eaton shares in Q1 2026, an estimated $160K.
  • Eaton made up 0.17% of A4 Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • A4 Wealth Advisors first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • A4 Wealth Advisors's Eaton position peaked at $598K in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.