AIM
ETN icon

Advyzon Investment Management’s Eaton ETN Stock Holding History

Advyzon Investment Management’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 		$935K Buy
2,614
+1,224
+88% +$436K 0.08% 245
2025
Q4 		$443K Buy
1,390
+314
+29% +$111K 0.05% 352
2025
Q3 		$403K Sell
1,076
-435
-29% -$158K 0.07% 255
2025
Q2 		$540K Buy
1,511
+35
+2% +$10.8K 0.12% 163
2025
Q1 		$401K Buy
1,476
+393
+36% +$122K 0.14% 138
2024
Q4 		$359K Buy
+1,083
New +$380K 0.14% 138

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

Advyzon Investment Management's ETN Position: Q1 2026 in Review

Advyzon Investment Management increased its Eaton (ETN) stake by 88% in Q1 2026, buying an estimated $436K and bringing the position to 2,614 shares worth $935K. The position accounts for 0.08% of the portfolio, ranked #245.

Advyzon Investment Management first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Advyzon Investment Management held 2,614 shares of Eaton worth $935K as of Q1 2026.
  • Advyzon Investment Management bought 1,224 Eaton shares in Q1 2026, an estimated $436K.
  • Eaton made up 0.08% of Advyzon Investment Management's portfolio in Q1 2026, its #245 holding.
  • Advyzon Investment Management first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.