Access Financial Services’s Eaton ETN Stock Holding History

Access Financial Services’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	–	Sell	-840	Closed	-$268K	–	100
2025 Q4	$268K	Hold	840	–	–	0.1%	99
2025 Q3	$314K	Hold	840	–	–	0.11%	92
2025 Q2	$300K	Buy	+840	New	+$259K	0.11%	94
2025 Q1	–	Sell	-840	Closed	-$279K	–	100
2024 Q4	$279K	Hold	840	–	–	0.12%	100
2024 Q3	$278K	Hold	840	–	–	0.13%	95
2024 Q2	$263K	Hold	840	–	–	0.12%	94
2024 Q1	$263K	Buy	+840	New	+$230K	0.12%	91

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

Access Financial Services's ETN Position: Q1 2026 in Review

Access Financial Services sold out of Eaton (ETN) in Q1 2026, closing a stake of 840 shares — an estimated $268K sold.

Access Financial Services first reported a position in ETN in Q1 2024 and held it in 7 quarters. The position peaked at $314K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Access Financial Services reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
Access Financial Services sold 840 Eaton shares in Q1 2026, an estimated $268K.
Access Financial Services first reported a position in Eaton in Q1 2024 and held it in 7 quarters.
Access Financial Services's Eaton position peaked at $314K in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Access Financial Services's 13F filing for Q1 2026, filed 15 Apr 2026.