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BIP Wealth’s Eaton ETN Stock Holding History

BIP Wealth’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
Q2 		$2.18M Buy
5,122
+333
+7% +$134K 0.06% 179
2026
Q1 		$1.71M Sell
4,789
-22
-0.5% -$7.83K 0.07% 142
2025
Q4 		$1.53M Buy
+4,811
New +$1.7M 0.05% 164
2025
Q3 		– Sell
-1,121
Closed -$400K – 307
2025
Q2 		$400K Buy
1,121
+65
+6% +$20K 0.02% 172
2025
Q1 		$287K Sell
1,056
-126
-11% -$39.2K 0.02% 212
2024
Q4 		$392K Sell
1,182
-98
-8% -$34.4K 0.03% 175
2024
Q3 		$424K Buy
1,280
+446
+53% +$136K 0.03% 147
2024
Q2 		$262K Hold
834
– – 0.02% 162
2024
Q1 		$261K Buy
+834
New +$228K 0.02% 178

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIP Wealth's ETN Position: Q2 2026 in Review

BIP Wealth increased its Eaton (ETN) stake by 7% in Q2 2026, buying an estimated $134K and bringing the position to 5,122 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #179.

BIP Wealth first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • BIP Wealth held 5,122 shares of Eaton worth $2.18M as of Q2 2026.
  • BIP Wealth bought 333 Eaton shares in Q2 2026, an estimated $134K.
  • Eaton made up 0.06% of BIP Wealth's portfolio in Q2 2026, its #179 holding.
  • BIP Wealth first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.