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Fi3 Financial Advisors’s Eaton ETN Stock Holding History

Fi3 Financial Advisors’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 		$227K Buy
+634
New +$226K 0.07% 184
2025
Q3 		– Sell
-653
Closed -$233K – 169
2025
Q2 		$233K Buy
+653
New +$201K 0.08% 137
2025
Q1 		– Sell
-729
Closed -$242K – 141
2024
Q4 		$242K Buy
729
+15
+2% +$5.26K 0.09% 99
2024
Q3 		$236K Buy
714
+15
+2% +$4.58K 0.09% 86
2024
Q2 		$219K Buy
699
+19
+3% +$6.13K 0.1% 75
2024
Q1 		$218K Buy
+680
New +$186K 0.1% 77

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

Fi3 Financial Advisors's ETN Position: Q1 2026 in Review

Fi3 Financial Advisors opened a new position in Eaton (ETN) in Q1 2026: 634 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #184 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in ETN as recently as Q2 2025.

Fi3 Financial Advisors first reported a position in ETN in Q1 2024 and has held it in 6 quarters since. The position peaked at $242K in Q4 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Fi3 Financial Advisors held 634 shares of Eaton worth $227K as of Q1 2026.
  • Eaton was a new Fi3 Financial Advisors position in Q1 2026.
  • Eaton made up 0.07% of Fi3 Financial Advisors's portfolio in Q1 2026, its #184 holding.
  • Fi3 Financial Advisors first reported a position in Eaton in Q1 2024 and has held it in 6 quarters since.
  • Fi3 Financial Advisors's Eaton position peaked at $242K in Q4 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.