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Independent Solutions Wealth Management’s Eaton ETN Stock Holding History

Independent Solutions 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
2026
Q1 		$3.67M Sell
10,255
-300
-3% -$107K 0.54% 49
2025
Q4 		$3.36M Sell
10,555
-506
-5% -$179K 0.62% 53
2025
Q3 		$4.14M Buy
11,061
+213
+2% +$77.5K 0.74% 38
2025
Q2 		$3.87M Buy
10,848
+115
+1% +$35.4K 0.76% 40
2025
Q1 		$2.92M Buy
10,733
+6
+0.1% +$1.87K 0.65% 48
2024
Q4 		$3.56M Buy
10,727
+222
+2% +$77.9K 0.78% 36
2024
Q3 		$3.48M Sell
10,505
-552
-5% -$169K 0.79% 36
2024
Q2 		$3.47M Buy
11,057
+33
+0.3% +$10.7K 0.79% 38
2024
Q1 		$3.45M Sell
11,024
-908
-8% -$248K 0.82% 36
2023
Q4 		$2.87M Sell
11,932
-411
-3% -$90.7K 0.74% 45
2023
Q3 		$2.63M Hold
12,343
– – 0.68% 41
2023
Q2 		$2.48M Buy
12,343
+190
+2% +$33.4K 0.62% 41
2023
Q1 		$2.08M Sell
12,153
-28
-0.2% -$4.66K 0.61% 44
2022
Q4 		$1.91M Sell
12,181
-187
-2% -$28.7K 0.58% 44
2022
Q3 		$1.65M Buy
12,368
+7,514
+155% +$1.05M 0.54% 48
2022
Q2 		$612K Sell
4,854
-1,490
-23% -$208K 0.19% 103
2022
Q1 		$963K Sell
6,344
-2,469
-28% -$387K 0.23% 89
2021
Q4 		$1.52M Buy
8,813
+77
+0.9% +$12.8K 0.36% 74
2021
Q3 		$1.3M Sell
8,736
-2,043
-19% -$327K 0.32% 76
2021
Q2 		$1.6M Buy
10,779
+2,489
+30% +$359K 0.39% 60
2021
Q1 		$1.15M Buy
8,290
+351
+4% +$45.2K 0.31% 72
2020
Q4 		$954K Buy
7,939
+283
+4% +$32K 0.3% 72
2020
Q3 		$781K Buy
7,656
+1,535
+25% +$150K 0.3% 68
2020
Q2 		$535K Buy
6,121
+3,122
+104% +$257K 0.23% 85
2020
Q1 		$233K Sell
2,999
-260
-8% -$23.8K 0.13% 114
2019
Q4 		$309K Buy
+3,259
New +$289K 0.14% 125

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

Independent Solutions Wealth Management's ETN Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Eaton (ETN) stake by 2.8% in Q1 2026, selling an estimated $107K and leaving 10,255 shares worth $3.67M. The position accounts for 0.54% of the portfolio, ranked #49.

Independent Solutions Wealth Management first reported a position in ETN in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.14M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Independent Solutions Wealth Management held 10,255 shares of Eaton worth $3.67M as of Q1 2026.
  • Independent Solutions Wealth Management sold 300 Eaton shares in Q1 2026, an estimated $107K.
  • Eaton made up 0.54% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Independent Solutions Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Eaton position peaked at $4.14M in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.