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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BKM Wealth Management held its Eaton (ETN) position steady in Q1 2026 at 942 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #121.

BKM Wealth Management first reported a position in ETN in Q4 2023 and has held it in 9 quarters since. The position peaked at $353K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

BKM Wealth Management held 942 shares of Eaton worth $337K as of Q1 2026.
BKM Wealth Management left its Eaton share count unchanged in Q1 2026.
Eaton made up 0.12% of BKM Wealth Management's portfolio in Q1 2026, its #121 holding.
BKM Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's Eaton position peaked at $353K in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.