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Kingswood Wealth Advisors’s Eaton ETN Stock Holding History

Kingswood 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 		$9.43M Buy
26,362
+1,290
+5% +$459K 0.45% 43
2025
Q4 		$7.99M Buy
25,072
+7,296
+41% +$2.59M 0.39% 50
2025
Q3 		$6.65M Buy
17,776
+5,544
+45% +$2.02M 0.4% 47
2025
Q2 		$4.37M Sell
12,232
-458
-4% -$141K 0.34% 62
2025
Q1 		$3.45M Sell
12,690
-636
-5% -$198K 0.32% 69
2024
Q4 		$4.42M Sell
13,326
-5,627
-30% -$1.97M 0.33% 58
2024
Q3 		$6.28M Buy
18,953
+9,790
+107% +$2.99M 0.45% 41
2024
Q2 		$2.87M Buy
9,163
+1,790
+24% +$578K 0.26% 83
2024
Q1 		$2.31M Sell
7,373
-373
-5% -$102K 0.27% 84
2023
Q4 		$1.87M Buy
7,746
+3,800
+96% +$839K 0.21% 113
2023
Q3 		$1.43M Buy
3,946
+859
+28% +$185K 0.24% 110
2023
Q2 		$621K Buy
+3,087
New +$543K 0.2% 112

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

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

Kingswood Wealth Advisors increased its Eaton (ETN) stake by 5.1% in Q1 2026, buying an estimated $459K and bringing the position to 26,362 shares worth $9.43M. The position accounts for 0.45% of the portfolio, ranked #43.

Kingswood Wealth Advisors first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Kingswood Wealth Advisors held 26,362 shares of Eaton worth $9.43M as of Q1 2026.
  • Kingswood Wealth Advisors bought 1,290 Eaton shares in Q1 2026, an estimated $459K.
  • Eaton made up 0.45% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Kingswood Wealth Advisors first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.