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Focused Wealth Management’s Eaton ETN Stock Holding History

Focused 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
2017
Q3 		– Sell
-4,200
Closed -$14K – 676
2017
Q2 		$14K Buy
+4,200
New +$320K 0.01% 425

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

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

Focused Wealth Management increased its Eaton (ETN) stake by 148% in Q1 2026, buying an estimated $674K and bringing the position to 3,171 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #76.

Focused Wealth Management first reported a position in ETN in Q3 2013 and has held it in 51 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Focused Wealth Management held 3,171 shares of Eaton worth $1.13M as of Q1 2026.
  • Focused Wealth Management bought 1,893 Eaton shares in Q1 2026, an estimated $674K.
  • Eaton made up 0.12% of Focused Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Focused Wealth Management first reported a position in Eaton in Q3 2013 and has held it in 51 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.