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Invera Wealth Advisors’s Eaton ETN Stock Holding History

Invera Wealth Advisors’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 		$1.28M Sell
3,578
-183
-5% -$65.1K 0.82% 39
2025
Q4 		$1.2M Sell
3,761
-148
-4% -$52.5K 0.76% 38
2025
Q3 		$1.46M Sell
3,909
-69
-2% -$25.1K 0.9% 37
2025
Q2 		$1.42M Sell
3,978
-16
-0.4% -$4.93K 0.93% 34
2025
Q1 		$1.09M Buy
+3,994
New +$1.24M 0.7% 52
2024
Q2 		– Sell
-5,105
Closed -$1.58M – 58
2024
Q1 		$1.58M Sell
5,105
-409
-7% -$112K 1.34% 31
2023
Q4 		$1.33M Buy
+5,514
New +$1.22M 0.83% 39

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

Invera Wealth Advisors's ETN Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Eaton (ETN) stake by 4.9% in Q1 2026, selling an estimated $65.1K and leaving 3,578 shares worth $1.28M. The position accounts for 0.82% of the portfolio, ranked #39.

Invera Wealth Advisors first reported a position in ETN in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Invera Wealth Advisors held 3,578 shares of Eaton worth $1.28M as of Q1 2026.
  • Invera Wealth Advisors sold 183 Eaton shares in Q1 2026, an estimated $65.1K.
  • Eaton made up 0.82% of Invera Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Invera Wealth Advisors first reported a position in Eaton in Q4 2023 and has held it in 7 quarters since.
  • Invera Wealth Advisors's Eaton position peaked at $1.58M in Q1 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.