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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
-172
Closed -$48K – 1750
2024
Q1 		$48K Buy
172
+86
+100% +$23.5K 0.01% 396
2023
Q4 		$20.4K Buy
86
+84
+4,200% +$18.5K ﹤0.01% 690
2023
Q3 		$293 Sell
2
-199
-99% -$42.9K ﹤0.01% 891
2023
Q2 		$2.65K Buy
201
+30
+18% +$5.28K 0.01% 594
2023
Q1 		$260 Buy
171
+14
+9% +$2.33K 0.01% 572
2022
Q4 		$2.25K Sell
157
-242
-61% -$37.1K 0.01% 521
2022
Q3 		$204 Buy
399
+21
+6% +$2.94K 0.01% 545
2022
Q2 		$194 Sell
378
-78
-17% -$10.9K 0.01% 533
2022
Q1 		$234 Sell
456
-4,734
-91% -$741K 0.01% 548
2021
Q4 		$14.4K Buy
5,190
+5,105
+6,006% +$846K 0.32% 69
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 $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

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 21 quarters. The position peaked at $329K in Q2 2018. 2,508 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 21 quarters.
  • Financial Gravity Asset Management's Eaton position peaked at $329K in Q2 2018.
  • 2,508 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.