Carson Wealth (CWM LLC)’s Eaton ETN Stock Holding History

Carson Wealth (CWM LLC)’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
2014 Q1	–	Sell	-161	Closed	-$104K	–	256
2013 Q4	$104K	Buy	+161	New	+$11.5K	0.02%	194

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

Carson Wealth (CWM LLC)'s ETN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eaton (ETN) stake by 8.4% in Q1 2026, buying an estimated $2.24M and bringing the position to 81,269 shares worth $29.1M. The position accounts for 0.08% of the portfolio, ranked #242.

Carson Wealth (CWM LLC) first reported a position in ETN in Q3 2013 and has held it in 50 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Carson Wealth (CWM LLC) held 81,269 shares of Eaton worth $29.1M as of Q1 2026.
Carson Wealth (CWM LLC) bought 6,290 Eaton shares in Q1 2026, an estimated $2.24M.
Eaton made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #242 holding.
Carson Wealth (CWM LLC) first reported a position in Eaton in Q3 2013 and has held it in 50 quarters since.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.