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Consultiva Wealth Management’s Eaton ETN Stock Holding History

Consultiva 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 		$15K Hold
42
– – 0.04% 182
2025
Q4 		$13.4K Hold
42
– – 0.04% 183
2025
Q3 		$15.7K Hold
42
– – 0.04% 186
2025
Q2 		$15K Hold
42
– – 0.05% 190
2025
Q1 		$11.4K Hold
42
– – 0.04% 194
2024
Q4 		$13.9K Buy
+42
New +$14.7K 0.07% 115

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

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

Consultiva Wealth Management held its Eaton (ETN) position steady in Q1 2026 at 42 shares worth $15K. The position accounts for 0.04% of the portfolio, ranked #182.

Consultiva Wealth Management first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.7K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Consultiva Wealth Management held 42 shares of Eaton worth $15K as of Q1 2026.
  • Consultiva Wealth Management left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.04% of Consultiva Wealth Management's portfolio in Q1 2026, its #182 holding.
  • Consultiva Wealth Management first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Eaton position peaked at $15.7K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.