AWA
ETN icon

Arkadios Wealth Advisors’s Eaton ETN Stock Holding History

Arkadios 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 		$3M Buy
8,377
+357
+4% +$127K 0.05% 384
2025
Q4 		$2.55M Buy
8,020
+377
+5% +$134K 0.05% 377
2025
Q3 		$2.86M Buy
7,643
+2,816
+58% +$1.02M 0.07% 297
2025
Q2 		$1.72M Buy
4,827
+928
+24% +$286K 0.05% 384
2025
Q1 		$1.06M Buy
3,899
+929
+31% +$289K 0.04% 441
2024
Q4 		$986K Sell
2,970
-832
-22% -$292K 0.05% 339
2024
Q3 		$1.26M Buy
3,802
+2,708
+248% +$827K 0.07% 271
2024
Q2 		$343K Sell
1,094
-237
-18% -$76.5K 0.02% 590
2024
Q1 		$416K Sell
1,331
-37
-3% -$10.1K 0.03% 434
2023
Q4 		$330K Sell
1,368
-748
-35% -$165K 0.03% 490
2023
Q3 		$451K Buy
2,116
+183
+9% +$39.5K 0.04% 366
2023
Q2 		$389K Sell
1,933
-250
-11% -$44K 0.05% 373
2023
Q1 		$374K Buy
2,183
+57
+3% +$9.49K 0.04% 372
2022
Q4 		$334K Sell
2,126
-53
-2% -$8.13K 0.04% 372
2022
Q3 		$291K Buy
2,179
+66
+3% +$9.23K 0.04% 382
2022
Q2 		$266K Buy
2,113
+720
+52% +$101K 0.04% 426
2022
Q1 		$211K Buy
+1,393
New +$218K 0.03% 523
2021
Q4 		– Sell
-903
Closed -$134K – 931
2021
Q3 		$134K Sell
903
-224
-20% -$35.8K 0.02% 608
2021
Q2 		$167K Buy
1,127
+15
+1% +$2.16K 0.02% 581
2021
Q1 		$153K Buy
1,112
+629
+130% +$81.1K 0.03% 450
2020
Q4 		$58K Buy
483
+458
+1,832% +$51.8K 0.01% 524
2020
Q3 		$2.73K Hold
25
– – ﹤0.01% 918
2020
Q2 		$2.27K Sell
25
-3
-11% -$247 ﹤0.01% 866
2020
Q1 		$2.17K Sell
28
-7
-20% -$642 ﹤0.01% 913
2019
Q4 		$3.6K Buy
+35
New +$3.11K ﹤0.01% 747

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

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

Arkadios Wealth Advisors increased its Eaton (ETN) stake by 4.5% in Q1 2026, buying an estimated $127K and bringing the position to 8,377 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #384.

Arkadios Wealth Advisors first reported a position in ETN in Q4 2019 and has held it in 25 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Arkadios Wealth Advisors held 8,377 shares of Eaton worth $3M as of Q1 2026.
  • Arkadios Wealth Advisors bought 357 Eaton shares in Q1 2026, an estimated $127K.
  • Eaton made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #384 holding.
  • Arkadios Wealth Advisors first reported a position in Eaton in Q4 2019 and has held it in 25 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.