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Daner Wealth Management’s Eaton ETN Stock Holding History

Daner 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 		$275K Sell
685
-219
-24% -$77.9K 0.16% 68
2025
Q4 		$341K Buy
904
+78
+9% +$27.6K 0.21% 65
2025
Q3 		$308K Buy
826
+147
+22% +$53.5K 0.2% 60
2025
Q2 		$247K Buy
+679
New +$209K 0.17% 62

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

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

Daner Wealth Management reduced its Eaton (ETN) stake by 24% in Q1 2026, selling an estimated $77.9K and leaving 685 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #68.

Daner Wealth Management first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. The position peaked at $341K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Daner Wealth Management held 685 shares of Eaton worth $275K as of Q1 2026.
  • Daner Wealth Management sold 219 Eaton shares in Q1 2026, an estimated $77.9K.
  • Eaton made up 0.16% of Daner Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Daner Wealth Management first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • Daner Wealth Management's Eaton position peaked at $341K in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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