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Brian Low Financial Group’s Eaton ETN Stock Holding History

Brian Low Financial Group’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 		$226K Buy
+633
New +$225K 0.15% 110
2025
Q4 		– Sell
-2,865
Closed -$1.07M – 117
2025
Q3 		$1.07M Buy
2,865
+427
+18% +$155K 0.83% 38
2025
Q2 		$870K Buy
+2,438
New +$751K 0.81% 35

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

Brian Low Financial Group's ETN Position: Q1 2026 in Review

Brian Low Financial Group opened a new position in Eaton (ETN) in Q1 2026: 633 shares worth $226K. The stake represents 0.15% of the portfolio and ranks #110 among its holdings. This is a return to the name: Brian Low Financial Group previously reported a position in ETN as recently as Q3 2025.

Brian Low Financial Group first reported a position in ETN in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Brian Low Financial Group held 633 shares of Eaton worth $226K as of Q1 2026.
  • Eaton was a new Brian Low Financial Group position in Q1 2026.
  • Eaton made up 0.15% of Brian Low Financial Group's portfolio in Q1 2026, its #110 holding.
  • Brian Low Financial Group first reported a position in Eaton in Q2 2025 and has held it in 3 quarters since.
  • Brian Low Financial Group's Eaton position peaked at $1.07M in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.