CPIG
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Chicago Partners Investment Group’s Eaton ETN Stock Holding History

Chicago Partners Investment 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 		$2.24M Sell
5,420
-46
-0.8% -$16.4K 0.05% 294
2025
Q4 		$1.81M Buy
5,466
+960
+21% +$340K 0.04% 312
2025
Q3 		$1.69M Buy
4,506
+481
+12% +$175K 0.04% 310
2025
Q2 		$1.53M Buy
4,025
+295
+8% +$90.8K 0.04% 311
2025
Q1 		$1.13M Buy
3,730
+373
+11% +$116K 0.04% 339
2024
Q4 		$1.16M Buy
3,357
+279
+9% +$97.9K 0.04% 318
2024
Q3 		$1.06M Buy
3,078
+1,546
+101% +$472K 0.04% 313
2024
Q2 		$440K Buy
1,532
+601
+65% +$194K 0.02% 501
2024
Q1 		$291K Buy
+931
New +$255K 0.01% 580
2018
Q4 		– Sell
-2,043
Closed -$145K – 507
2018
Q3 		$145K Buy
2,043
+1,029
+101% +$84.2K 0.02% 347
2018
Q2 		$76K Hold
1,014
– – 0.01% 421
2018
Q1 		$81K Hold
1,014
– – 0.01% 380
2017
Q4 		$80K Sell
1,014
-80
-7% -$6.22K 0.01% 385
2017
Q3 		$84K Sell
1,094
-934
-46% -$70.5K 0.01% 366
2017
Q2 		$147K Buy
+2,028
New +$155K 0.04% 241
2016
Q1 		– Sell
-125
Closed -$7K – 449
2015
Q4 		$7K Buy
+125
New +$6.77K ﹤0.01% 423

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

Chicago Partners Investment Group's ETN Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Eaton (ETN) stake by 0.84% in Q1 2026, selling an estimated $16.4K and leaving 5,420 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #294.

Chicago Partners Investment Group first reported a position in ETN in Q4 2015 and has held it in 16 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Chicago Partners Investment Group held 5,420 shares of Eaton worth $2.24M as of Q1 2026.
  • Chicago Partners Investment Group sold 46 Eaton shares in Q1 2026, an estimated $16.4K.
  • Eaton made up 0.05% of Chicago Partners Investment Group's portfolio in Q1 2026, its #294 holding.
  • Chicago Partners Investment Group first reported a position in Eaton in Q4 2015 and has held it in 16 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.