Institute for Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.61M | Sell |
7,285
-41
| -0.6% | -$14.6K | 0.28% | 80 |
|
|
2025
Q4 | $2.33M | Sell |
7,326
-117
| -2% | -$41.5K | 0.25% | 82 |
|
|
2025
Q3 | $2.79M | Buy |
7,443
+28
| +0.4% | +$10.2K | 0.29% | 68 |
|
|
2025
Q2 | $2.65M | Buy |
7,415
+15
| +0.2% | +$4.62K | 0.3% | 70 |
|
|
2025
Q1 | $2.01M | Buy |
7,400
+348
| +5% | +$108K | 0.26% | 86 |
|
|
2024
Q4 | $2.34M | Buy |
7,052
+18
| +0.3% | +$6.32K | 0.29% | 71 |
|
|
2024
Q3 | $2.33M | Sell |
7,034
-67
| -0.9% | -$20.5K | 0.29% | 72 |
|
|
2024
Q2 | $2.23M | Sell |
7,101
-8
| -0.1% | -$2.58K | 0.3% | 71 |
|
|
2024
Q1 | $2.22M | Hold |
7,109
| – | – | 0.29% | 71 |
|
|
2023
Q4 | $1.71M | Sell |
7,109
-86
| -1% | -$19K | 0.28% | 84 |
|
|
2023
Q3 | $1.53M | Sell |
7,195
-10
| -0.1% | -$2.16K | 0.28% | 86 |
|
|
2023
Q2 | $1.45M | Buy |
7,205
+1
| +0% | +$176 | 0.24% | 103 |
|
|
2023
Q1 | $1.23M | Sell |
7,204
-112
| -2% | -$18.6K | 0.24% | 113 |
|
|
2022
Q4 | $1.15M | Sell |
7,316
-10
| -0.1% | -$1.53K | 0.24% | 113 |
|
|
2022
Q3 | $977K | Hold |
7,326
| – | – | 0.22% | 118 |
|
|
2022
Q2 | $923K | Buy |
7,326
+1
| +0% | +$140 | 0.18% | 146 |
|
|
2022
Q1 | $1.11M | Hold |
7,325
| – | – | 0.18% | 140 |
|
|
2021
Q4 | $1.27M | Buy |
7,325
+20
| +0.3% | +$3.31K | 0.21% | 128 |
|
|
2021
Q3 | $1.09M | Buy |
7,305
+1
| +0% | +$160 | 0.19% | 133 |
|
|
2021
Q2 | $1.08M | Sell |
7,304
-5
| -0.1% | -$721 | 0.19% | 139 |
|
|
2021
Q1 | $1.01M | Sell |
7,309
-20
| -0.3% | -$2.58K | 0.19% | 140 |
|
|
2020
Q4 | $880K | Buy |
7,329
+49
| +0.7% | +$5.54K | 0.17% | 153 |
|
|
2020
Q3 | $743K | Sell |
7,280
-13
| -0.2% | -$1.27K | 0.17% | 154 |
|
|
2020
Q2 | $638K | Buy |
7,293
+4
| +0.1% | +$329 | 0.16% | 181 |
|
|
2020
Q1 | $566K | Sell |
7,289
-2,254
| -24% | -$207K | 0.17% | 161 |
|
|
2019
Q4 | $904K | Sell |
9,543
-13
| -0.1% | -$1.15K | 0.2% | 140 |
|
|
2019
Q3 | $795K | Sell |
9,556
-410
| -4% | -$33.2K | 0.2% | 147 |
|
|
2019
Q2 | $830K | Sell |
9,966
-17
| -0.2% | -$1.38K | 0.18% | 168 |
|
|
2019
Q1 | $804K | Sell |
9,983
-140
| -1% | -$10.7K | 0.17% | 158 |
|
|
2018
Q4 | $695K | Sell |
10,123
-60
| -0.6% | -$4.49K | 0.29% | 109 |
|
|
2018
Q3 | $889K | Buy |
+10,183
| New | +$833K | 0.3% | 111 |
|
|
2018
Q2 | – | Sell |
-10,138
| Closed | -$767K | – | 223 |
|
|
2018
Q1 | $767K | Buy |
+10,138
| New | +$832K | 0.23% | 153 |
|
|
2017
Q4 | – | Sell |
-10,273
| Closed | -$789K | – | 403 |
|
|
2017
Q3 | $789K | Buy |
+10,273
| New | +$775K | 0.26% | 138 |
|
Other funds holding ETN
VCM
VPM
Institute for Wealth Management's ETN Position: Q1 2026 in Review
Institute for Wealth Management reduced its Eaton (ETN) stake by 0.56% in Q1 2026, selling an estimated $14.6K and leaving 7,285 shares worth $2.61M. The position accounts for 0.28% of the portfolio, ranked #80.
Institute for Wealth Management first reported a position in ETN in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.79M in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.
- Institute for Wealth Management held 7,285 shares of Eaton worth $2.61M as of Q1 2026.
- Institute for Wealth Management sold 41 Eaton shares in Q1 2026, an estimated $14.6K.
- Eaton made up 0.28% of Institute for Wealth Management's portfolio in Q1 2026, its #80 holding.
- Institute for Wealth Management first reported a position in Eaton in Q3 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's Eaton position peaked at $2.79M in Q3 2025.
- 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.