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Financial Gravity Asset Management’s Eaton ETN Stock Holding History

Financial Gravity Asset 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 		– Sell
-15
Closed -$4.78K – 949
2025
Q4 		$4.78K Sell
15
-25
-63% -$8.86K ﹤0.01% 560
2025
Q3 		$15K Buy
+40
New +$14.5K ﹤0.01% 491
2025
Q1 		$4.35K Buy
+16
New +$4.98K ﹤0.01% 733
2024
Q2 		– Sell
-82
Closed -$19.8K – 1528
2024
Q1 		$19.8K Sell
82
-2
-2% -$547 0.01% 383
2023
Q4 		$20.1K Buy
+84
New +$18.5K 0.01% 391
2021
Q3 		$149K Buy
85
+17
+25% +$2.72K 0.07% 249
2021
Q2 		$148K Buy
+68
New +$9.8K 0.05% 244
2019
Q4 		– Sell
-165
Closed -$14K – 1465
2019
Q3 		$14K Sell
165
-45
-21% -$3.65K 0.01% 530
2019
Q2 		$17K Sell
210
-94
-31% -$7.61K 0.01% 503
2019
Q1 		$25K Buy
+304
New +$23.2K 0.02% 405
2018
Q3 		$312K Buy
4,397
+318
+8% +$26K 0.33% 51
2018
Q2 		$329K Buy
4,079
+241
+6% +$18.6K 0.31% 50
2018
Q1 		$280K Buy
+3,838
New +$315K 0.29% 58

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Gravity Asset Management's ETN Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of Eaton (ETN) in Q1 2026, closing a stake of 15 shares — an estimated $4.78K sold.

Financial Gravity Asset Management first reported a position in ETN in Q1 2018 and held it in 13 quarters. The position peaked at $329K in Q2 2018. 2,526 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Financial Gravity Asset Management reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Financial Gravity Asset Management sold 15 Eaton shares in Q1 2026, an estimated $4.78K.
  • Financial Gravity Asset Management first reported a position in Eaton in Q1 2018 and held it in 13 quarters.
  • Financial Gravity Asset Management's Eaton position peaked at $329K in Q2 2018.
  • 2,526 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.