Abundance Wealth Counselors’s Eaton ETN Stock Holding History

Abundance Wealth Counselors’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	$400K	Buy	+1,117	New	+$398K	0.06%	158
2025 Q3	–	Sell	-735	Closed	-$262K	–	170
2025 Q2	$262K	Sell	735 -86	-10%	-$26.5K	0.05%	142
2025 Q1	$223K	Sell	821 -6	-0.7%	-$1.87K	0.05%	140
2024 Q4	$274K	Buy	827 +6	+0.7%	+$2.11K	0.06%	126
2024 Q3	$272K	Buy	821 +149	+22%	+$45.5K	0.06%	124
2024 Q2	$211K	Buy	+672	New	+$217K	0.1%	67
2022 Q2	–	Sell	-1,856	Closed	-$282K	–	148
2022 Q1	$282K	Buy	+1,856	New	+$291K	0.08%	118
2021 Q2	–	Sell	-600	Closed	-$83K	–	178
2021 Q1	$83K	Buy	+600	New	+$77.3K	0.02%	132

Other funds holding ETN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Abundance Wealth Counselors's ETN Position: Q1 2026 in Review

Abundance Wealth Counselors opened a new position in Eaton (ETN) in Q1 2026: 1,117 shares worth $400K. The stake represents 0.06% of the portfolio and ranks #158 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in ETN as recently as Q2 2025.

Abundance Wealth Counselors first reported a position in ETN in Q1 2021 and has held it in 8 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Abundance Wealth Counselors held 1,117 shares of Eaton worth $400K as of Q1 2026.
Eaton was a new Abundance Wealth Counselors position in Q1 2026.
Eaton made up 0.06% of Abundance Wealth Counselors's portfolio in Q1 2026, its #158 holding.
Abundance Wealth Counselors first reported a position in Eaton in Q1 2021 and has held it in 8 quarters since.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.