CCA
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Checchi Capital Advisers’s Eaton ETN Stock Holding History

Checchi Capital Advisers’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 		$1.54M Buy
4,308
+234
+6% +$83.3K 0.08% 162
2025
Q4 		$1.3M Sell
4,074
-381
-9% -$135K 0.07% 166
2025
Q3 		$1.67M Sell
4,455
-287
-6% -$104K 0.09% 140
2025
Q2 		$1.69M Sell
4,742
-329
-6% -$101K 0.09% 138
2025
Q1 		$1.38M Buy
5,071
+37
+0.7% +$11.5K 0.07% 169
2024
Q4 		$1.67M Sell
5,034
-48
-0.9% -$16.8K 0.1% 135
2024
Q3 		$1.68M Buy
5,082
+173
+4% +$52.9K 0.09% 135
2024
Q2 		$1.54M Sell
4,909
-222
-4% -$71.7K 0.08% 139
2024
Q1 		$1.6M Buy
5,131
+14
+0.3% +$3.83K 0.13% 140
2023
Q4 		$1.23M Buy
5,117
+203
+4% +$44.8K 0.1% 162
2023
Q3 		$1.05M Sell
4,914
-90
-2% -$19.4K 0.1% 169
2023
Q2 		$1.01M Buy
5,004
+214
+4% +$37.6K 0.09% 176
2023
Q1 		$821K Buy
4,790
+410
+9% +$68.3K 0.08% 193
2022
Q4 		$687K Sell
4,380
-455
-9% -$69.8K 0.07% 209
2022
Q3 		$645K Buy
4,835
+3
+0.1% +$420 0.06% 216
2022
Q2 		$717K Sell
4,832
-713
-13% -$99.7K 0.06% 216
2022
Q1 		$842K Buy
5,545
+120
+2% +$18.8K 0.07% 178
2021
Q4 		$938K Buy
5,425
+1,221
+29% +$202K 0.08% 162
2021
Q3 		$628K Buy
4,204
+64
+2% +$10.2K 0.06% 205
2021
Q2 		$613K Sell
4,140
-366
-8% -$52.7K 0.06% 217
2021
Q1 		$623K Sell
4,506
-15
-0.3% -$1.93K 0.06% 202
2020
Q4 		$543K Buy
4,521
+74
+2% +$8.36K 0.06% 222
2020
Q3 		$454K Sell
4,447
-243
-5% -$23.8K 0.05% 219
2020
Q2 		$410K Buy
4,690
+461
+11% +$37.9K 0.05% 235
2020
Q1 		$329K Buy
4,229
+531
+14% +$48.7K 0.03% 240
2019
Q4 		$350K Buy
3,698
+62
+2% +$5.5K 0.05% 265
2019
Q3 		$302K Sell
3,636
-70
-2% -$5.67K 0.04% 289
2019
Q2 		$309K Buy
3,706
+13
+0.4% +$1.05K 0.04% 288
2019
Q1 		$298K Sell
3,693
-80
-2% -$6.1K 0.03% 289
2018
Q4 		$259K Sell
3,773
-569
-13% -$42.6K 0.03% 287
2018
Q3 		$377K Buy
4,342
+475
+12% +$38.9K 0.04% 272
2018
Q2 		$289K Buy
3,867
+263
+7% +$20.3K 0.04% 310
2018
Q1 		$288K Buy
3,604
+46
+1% +$3.77K 0.04% 306
2017
Q4 		$281K Buy
3,558
+585
+20% +$45.5K 0.04% 312
2017
Q3 		$228K Buy
2,973
+60
+2% +$4.53K 0.02% 339
2017
Q2 		$227K Sell
2,913
-170
-6% -$13K 0.02% 332
2017
Q1 		$229K Sell
3,083
-246
-7% -$17.5K 0.03% 342
2016
Q4 		$223K Buy
+3,329
New +$218K 0.03% 332
2016
Q3 		– Sell
-2,638
Closed -$158K – 663
2016
Q2 		$158K Buy
2,638
+76
+3% +$4.67K 0.02% 409
2016
Q1 		$160K Buy
+2,562
New +$142K 0.04% 413

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

Checchi Capital Advisers's ETN Position: Q1 2026 in Review

Checchi Capital Advisers increased its Eaton (ETN) stake by 5.7% in Q1 2026, buying an estimated $83.3K and bringing the position to 4,308 shares worth $1.54M. The position accounts for 0.08% of the portfolio, ranked #162.

Checchi Capital Advisers first reported a position in ETN in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.69M in Q2 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Checchi Capital Advisers held 4,308 shares of Eaton worth $1.54M as of Q1 2026.
  • Checchi Capital Advisers bought 234 Eaton shares in Q1 2026, an estimated $83.3K.
  • Eaton made up 0.08% of Checchi Capital Advisers's portfolio in Q1 2026, its #162 holding.
  • Checchi Capital Advisers first reported a position in Eaton in Q1 2016 and has held it in 40 quarters since.
  • Checchi Capital Advisers's Eaton position peaked at $1.69M in Q2 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.