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Kingsview Wealth Management’s Eaton ETN Stock Holding History

Kingsview 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
2020
Q1 		– Sell
-200
Closed -$2K – 522
2019
Q4 		$2K Buy
+200
New +$17.8K ﹤0.01% 475

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BlackRock
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VCM
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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

Kingsview Wealth Management's ETN Position: Q1 2026 in Review

Kingsview Wealth Management increased its Eaton (ETN) stake by 0.32% in Q1 2026, buying an estimated $22.4K and bringing the position to 19,837 shares worth $7.1M. The position accounts for 0.1% of the portfolio, ranked #218.

Kingsview Wealth Management first reported a position in ETN in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.44M in Q4 2024. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Kingsview Wealth Management held 19,837 shares of Eaton worth $7.1M as of Q1 2026.
  • Kingsview Wealth Management bought 63 Eaton shares in Q1 2026, an estimated $22.4K.
  • Eaton made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Kingsview Wealth Management first reported a position in Eaton in Q1 2019 and has held it in 29 quarters since.
  • Kingsview Wealth Management's Eaton position peaked at $7.44M in Q4 2024.
  • 2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.