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INVST’s Eaton ETN Stock Holding History

INVST’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 		$385K Buy
904
+27
+3% +$10.9K 0.04% 279
2026
Q1 		$314K Buy
877
+150
+21% +$53.4K 0.04% 284
2025
Q4 		$232K Sell
727
-35
-5% -$12.4K 0.03% 290
2025
Q3 		$285K Sell
762
-2
-0.3% -$727 0.03% 269
2025
Q2 		$273K Buy
+764
New +$235K 0.03% 267
2024
Q3 		– Sell
-925
Closed -$289K – 265
2024
Q2 		$289K Buy
925
+22
+2% +$7.1K 0.03% 212
2024
Q1 		$282K Buy
903
+1
+0.1% +$273 0.03% 196
2023
Q4 		$245K Buy
+902
New +$199K 0.03% 187

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

INVST's ETN Position: Q2 2026 in Review

INVST increased its Eaton (ETN) stake by 3.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 904 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #279.

INVST first reported a position in ETN in Q4 2023 and has held it in 8 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • INVST held 904 shares of Eaton worth $385K as of Q2 2026.
  • INVST bought 27 Eaton shares in Q2 2026, an estimated $10.9K.
  • Eaton made up 0.04% of INVST's portfolio in Q2 2026, its #279 holding.
  • INVST first reported a position in Eaton in Q4 2023 and has held it in 8 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.