IAM Advisory’s Eaton ETN Stock Holding History

IAM Advisory’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 Q2	$249K	Buy	+584	New	+$236K	0.05%	94
2026 Q1	–	Sell	-2,057	Closed	-$655K	–	99
2025 Q4	$655K	Buy	2,057 +99	+5%	+$35.1K	0.15%	69
2025 Q3	$733K	Buy	1,958 +15	+0.8%	+$5.46K	0.16%	67
2025 Q2	$694K	Buy	1,943 +130	+7%	+$40K	0.17%	67
2025 Q1	$493K	Sell	1,813 -204	-10%	-$63.5K	0.13%	74
2024 Q4	$669K	Buy	2,017 +20	+1%	+$7.02K	0.17%	70
2024 Q3	$662K	Buy	1,997 +86	+5%	+$26.3K	0.17%	70
2024 Q2	$599K	Buy	+1,911	New	+$617K	0.16%	67

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IAM Advisory's ETN Position: Q2 2026 in Review

IAM Advisory opened a new position in Eaton (ETN) in Q2 2026: 584 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #94 among its holdings. This is a return to the name: IAM Advisory previously reported a position in ETN as recently as Q4 2025.

IAM Advisory first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. The position peaked at $733K in Q3 2025. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

IAM Advisory held 584 shares of Eaton worth $249K as of Q2 2026.
Eaton was a new IAM Advisory position in Q2 2026.
Eaton made up 0.05% of IAM Advisory's portfolio in Q2 2026, its #94 holding.
IAM Advisory first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
IAM Advisory's Eaton position peaked at $733K in Q3 2025.
2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.