KIM
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Kestra Investment Management’s Eaton ETN Stock Holding History

Kestra Investment 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 		$361K Sell
1,010
-464
-31% -$165K 0.01% 326
2025
Q4 		$469K Sell
1,474
-10
-0.7% -$3.54K 0.01% 293
2025
Q3 		$555K Buy
1,484
+120
+9% +$43.6K 0.01% 261
2025
Q2 		$463K Buy
1,364
+1,076
+374% +$331K 0.01% 387
2025
Q1 		$78.3K Sell
288
-1,058
-79% -$329K ﹤0.01% 440
2024
Q4 		$447K Sell
1,346
-504
-27% -$177K 0.02% 244
2024
Q3 		$613K Buy
+1,850
New +$565K 0.03% 177

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

Kestra Investment Management's ETN Position: Q1 2026 in Review

Kestra Investment Management reduced its Eaton (ETN) stake by 31% in Q1 2026, selling an estimated $165K and leaving 1,010 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #326.

Kestra Investment Management first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. The position peaked at $613K in Q3 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Kestra Investment Management held 1,010 shares of Eaton worth $361K as of Q1 2026.
  • Kestra Investment Management sold 464 Eaton shares in Q1 2026, an estimated $165K.
  • Eaton made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #326 holding.
  • Kestra Investment Management first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Eaton position peaked at $613K in Q3 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.