EWM
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Endowment Wealth Management’s Eaton ETN Stock Holding History

Endowment 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 		$328K Buy
918
+107
+13% +$38.1K 0.15% 100
2025
Q4 		$258K Buy
811
+83
+11% +$29.4K 0.12% 123
2025
Q3 		$272K Buy
+728
New +$265K 0.12% 120

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

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

Endowment Wealth Management increased its Eaton (ETN) stake by 13% in Q1 2026, buying an estimated $38.1K and bringing the position to 918 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #100.

Endowment Wealth Management first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Endowment Wealth Management held 918 shares of Eaton worth $328K as of Q1 2026.
  • Endowment Wealth Management bought 107 Eaton shares in Q1 2026, an estimated $38.1K.
  • Eaton made up 0.15% of Endowment Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Endowment Wealth Management first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.