Diversify Advisory Services’s Eaton ETN Stock Holding History

Diversify Advisory Services’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	$218K	Sell	530 -1,960	-79%	-$698K	0.03%	198
2025 Q4	$856K	Sell	2,490 -1,798	-42%	-$637K	0.03%	436
2025 Q3	$1.66M	Sell	4,288 -1,039	-20%	-$378K	0.06%	247
2025 Q2	$1.94M	Buy	5,327 +3,681	+224%	+$1.13M	0.07%	194
2025 Q1	$478K	Buy	1,646 +67	+4%	+$20.9K	0.03%	365
2024 Q4	$539K	Buy	1,579 +491	+45%	+$172K	0.03%	353
2024 Q3	$374K	Sell	1,088 -268	-20%	-$81.9K	0.02%	445
2024 Q2	$432K	Buy	1,356 +167	+14%	+$53.9K	0.02%	410
2024 Q1	$371K	Buy	+1,189	New	+$325K	0.02%	488

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diversify Advisory Services's ETN Position: Q1 2026 in Review

Diversify Advisory Services reduced its Eaton (ETN) stake by 79% in Q1 2026, selling an estimated $698K and leaving 530 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #198.

Diversify Advisory Services first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.94M in Q2 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Diversify Advisory Services held 530 shares of Eaton worth $218K as of Q1 2026.
Diversify Advisory Services sold 1,960 Eaton shares in Q1 2026, an estimated $698K.
Eaton made up 0.03% of Diversify Advisory Services's portfolio in Q1 2026, its #198 holding.
Diversify Advisory Services first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Eaton position peaked at $1.94M in Q2 2025.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.