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BKM Wealth Management’s Eaton ETN Stock Holding History

BKM 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
Q2 		$401K Hold
942
– – 0.14% 112
2026
Q1 		$337K Hold
942
– – 0.12% 121
2025
Q4 		$300K Hold
942
– – 0.11% 125
2025
Q3 		$353K Hold
942
– – 0.13% 118
2025
Q2 		$336K Sell
942
-1
-0.1% -$308 0.13% 123
2025
Q1 		$256K Hold
943
– – 0.11% 136
2024
Q4 		$313K Buy
943
+200
+27% +$70.2K 0.13% 131
2024
Q3 		$246K Buy
+743
New +$227K 0.1% 151
2024
Q2 		– Sell
-743
Closed -$232K – 158
2024
Q1 		$232K Sell
743
-32
-4% -$8.75K 0.1% 150
2023
Q4 		$187K Buy
+775
New +$171K 0.08% 154

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

BKM Wealth Management's ETN Position: Q2 2026 in Review

BKM Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 942 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #112.

BKM Wealth Management first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • BKM Wealth Management held 942 shares of Eaton worth $401K as of Q2 2026.
  • BKM Wealth Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.14% of BKM Wealth Management's portfolio in Q2 2026, its #112 holding.
  • BKM Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.