EFG
ETN icon

Ethos Financial Group’s Eaton ETN Stock Holding History

Ethos 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 		$710K Sell
1,985
-21
-1% -$7.47K 0.05% 253
2025
Q4 		$639K Buy
2,006
+530
+36% +$188K 0.05% 256
2025
Q3 		$552K Sell
1,476
-8
-0.5% -$2.91K 0.04% 253
2025
Q2 		$530K Sell
1,484
-17
-1% -$5.24K 0.05% 251
2025
Q1 		$500K Buy
1,501
+8
+0.5% +$2.49K 0.05% 232
2024
Q4 		$498K Buy
1,493
+629
+73% +$221K 0.06% 156
2024
Q3 		$286K Buy
864
+67
+8% +$20.5K 0.05% 215
2024
Q2 		$250K Buy
797
+2
+0.3% +$646 0.04% 227
2024
Q1 		$249K Sell
795
-41
-5% -$11.2K 0.05% 229
2023
Q4 		$201K Buy
+836
New +$185K 0.04% 248

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

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

Ethos Financial Group reduced its Eaton (ETN) stake by 1% in Q1 2026, selling an estimated $7.47K and leaving 1,985 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #253.

Ethos Financial Group first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Ethos Financial Group held 1,985 shares of Eaton worth $710K as of Q1 2026.
  • Ethos Financial Group sold 21 Eaton shares in Q1 2026, an estimated $7.47K.
  • Eaton made up 0.05% of Ethos Financial Group's portfolio in Q1 2026, its #253 holding.
  • Ethos Financial Group first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.