AWM
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Aviso Wealth Management’s Eaton ETN Stock Holding History

Aviso 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 		$1.52M Sell
4,257
-1,307
-23% -$465K 0.69% 36
2025
Q4 		$1.77M Sell
5,564
-1,255
-18% -$445K 0.75% 34
2025
Q3 		$2.55M Sell
6,819
-222
-3% -$80.7K 1.11% 21
2025
Q2 		$2.51M Sell
7,041
-288
-4% -$88.7K 1.17% 21
2025
Q1 		$1.99M Buy
7,329
+642
+10% +$200K 1.06% 20
2024
Q4 		$2.22M Sell
6,687
-25
-0.4% -$8.77K 1.13% 17
2024
Q3 		$2.22M Buy
6,712
+5,927
+755% +$1.81M 1.21% 17
2024
Q2 		$246K Buy
785
+93
+13% +$30K 0.15% 130
2024
Q1 		$216K Buy
+692
New +$189K 0.14% 141

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

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

Aviso Wealth Management reduced its Eaton (ETN) stake by 23% in Q1 2026, selling an estimated $465K and leaving 4,257 shares worth $1.52M. The position accounts for 0.69% of the portfolio, ranked #36.

Aviso Wealth Management first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.55M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Aviso Wealth Management held 4,257 shares of Eaton worth $1.52M as of Q1 2026.
  • Aviso Wealth Management sold 1,307 Eaton shares in Q1 2026, an estimated $465K.
  • Eaton made up 0.69% of Aviso Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Aviso Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • Aviso Wealth Management's Eaton position peaked at $2.55M in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.