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Copley Financial Group’s Eaton ETN Stock Holding History

Copley 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 		$493K Sell
1,379
-90
-6% -$32K 0.3% 50
2025
Q4 		$468K Sell
1,469
-107
-7% -$37.9K 0.29% 49
2025
Q3 		$590K Buy
1,576
+973
+161% +$354K 0.4% 40
2025
Q2 		$215K Buy
+603
New +$186K 0.16% 95
2024
Q4 		– Sell
-21
Closed -$6.96K – 143
2024
Q3 		$6.96K Buy
+21
New +$6.42K 0.01% 143

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

Copley Financial Group's ETN Position: Q1 2026 in Review

Copley Financial Group reduced its Eaton (ETN) stake by 6.1% in Q1 2026, selling an estimated $32K and leaving 1,379 shares worth $493K. The position accounts for 0.3% of the portfolio, ranked #50.

Copley Financial Group first reported a position in ETN in Q3 2024 and has held it in 5 quarters since. The position peaked at $590K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Copley Financial Group held 1,379 shares of Eaton worth $493K as of Q1 2026.
  • Copley Financial Group sold 90 Eaton shares in Q1 2026, an estimated $32K.
  • Eaton made up 0.3% of Copley Financial Group's portfolio in Q1 2026, its #50 holding.
  • Copley Financial Group first reported a position in Eaton in Q3 2024 and has held it in 5 quarters since.
  • Copley Financial Group's Eaton position peaked at $590K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.