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Angeles Wealth Management’s Eaton ETN Stock Holding History

Angeles Wealth 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 		$1.86M Buy
5,188
+720
+16% +$256K 0.1% 83
2025
Q4 		$1.42M Buy
4,468
+3,237
+263% +$1.15M 0.08% 99
2025
Q3 		$461K Buy
1,231
+25
+2% +$9.09K 0.03% 196
2025
Q2 		$431K Buy
1,206
+88
+8% +$27.1K 0.03% 200
2025
Q1 		$304K Buy
1,118
+41
+4% +$12.8K 0.03% 208
2024
Q4 		$357K Buy
1,077
+22
+2% +$7.72K 0.03% 179
2024
Q3 		$350K Sell
1,055
-71
-6% -$21.7K 0.03% 176
2024
Q2 		$353K Buy
1,126
+41
+4% +$13.2K 0.03% 159
2024
Q1 		$339K Buy
1,085
+157
+17% +$42.9K 0.03% 158
2023
Q4 		$223K Buy
+928
New +$205K 0.03% 188

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

Angeles Wealth Management's ETN Position: Q1 2026 in Review

Angeles Wealth Management increased its Eaton (ETN) stake by 16% in Q1 2026, buying an estimated $256K and bringing the position to 5,188 shares worth $1.86M. The position accounts for 0.1% of the portfolio, ranked #83.

Angeles Wealth Management first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Angeles Wealth Management held 5,188 shares of Eaton worth $1.86M as of Q1 2026.
  • Angeles Wealth Management bought 720 Eaton shares in Q1 2026, an estimated $256K.
  • Eaton made up 0.1% of Angeles Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Angeles Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.