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Beacon Pointe Advisors’s Eaton ETN Stock Holding History

Beacon Pointe 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 		$8.04M Buy
22,470
+6,717
+43% +$2.39M 0.04% 365
2025
Q4 		$5.02M Buy
15,753
+2,176
+16% +$771K 0.04% 385
2025
Q3 		$5.08M Sell
13,577
-4,259
-24% -$1.55M 0.04% 341
2025
Q2 		$6.37M Buy
17,836
+581
+3% +$179K 0.07% 262
2025
Q1 		$4.69M Buy
17,255
+384
+2% +$120K 0.05% 310
2024
Q4 		$5.6M Buy
16,871
+469
+3% +$165K 0.06% 260
2024
Q3 		$5.44M Buy
16,402
+118
+0.7% +$36.1K 0.06% 274
2024
Q2 		$5.11M Sell
16,284
-1,578
-9% -$509K 0.06% 272
2024
Q1 		$5.59M Buy
17,862
+827
+5% +$226K 0.06% 266
2023
Q4 		$4.1M Sell
17,035
-2,578
-13% -$569K 0.05% 322
2023
Q3 		$4.18M Buy
19,613
+3,011
+18% +$649K 0.05% 310
2023
Q2 		$3.34M Sell
16,602
-963
-5% -$169K 0.05% 290
2023
Q1 		$3.01M Buy
17,565
+1,747
+11% +$291K 0.05% 306
2022
Q4 		$2.48M Sell
15,818
-496
-3% -$76K 0.05% 316
2022
Q3 		$2.17M Buy
16,314
+50
+0.3% +$7K 0.05% 300
2022
Q2 		$2.05M Sell
16,264
-1,776
-10% -$248K 0.04% 325
2022
Q1 		$2.74M Buy
18,040
+8,409
+87% +$1.32M 0.04% 381
2021
Q4 		$1.67M Sell
9,631
-70
-0.7% -$11.6K 0.04% 280
2021
Q3 		$1.45M Buy
9,701
+2,459
+34% +$393K 0.04% 337
2021
Q2 		$1.07M Buy
+7,242
New +$1.04M 0.04% 325
2020
Q4 		– Sell
-3,147
Closed -$321K – 514
2020
Q3 		$321K Buy
+3,147
New +$308K 0.03% 285

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

Beacon Pointe Advisors's ETN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Eaton (ETN) stake by 43% in Q1 2026, buying an estimated $2.39M and bringing the position to 22,470 shares worth $8.04M. The position accounts for 0.04% of the portfolio, ranked #365.

Beacon Pointe Advisors first reported a position in ETN in Q3 2020 and has held it in 21 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Beacon Pointe Advisors held 22,470 shares of Eaton worth $8.04M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,717 Eaton shares in Q1 2026, an estimated $2.39M.
  • Eaton made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #365 holding.
  • Beacon Pointe Advisors first reported a position in Eaton in Q3 2020 and has held it in 21 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.