LWA
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Lantern Wealth Advisors’s Eaton ETN Stock Holding History

Lantern 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 		$1.41M Buy
3,946
+196
+5% +$69.8K 0.72% 37
2025
Q4 		$1.19M Buy
3,750
+100
+3% +$35.4K 0.63% 40
2025
Q3 		$1.37M Buy
3,650
+50
+1% +$18.2K 0.72% 38
2025
Q2 		$1.29M Buy
+3,600
New +$1.11M 0.77% 40
2024
Q4 		$1.34M Buy
4,038
+38
+1% +$13.3K 0.87% 34
2024
Q3 		$1.33M Hold
4,000
– – 0.92% 32
2024
Q2 		$1.25M Sell
4,000
-100
-2% -$32.3K 0.91% 31
2024
Q1 		$1.28M Sell
4,100
-200
-5% -$54.7K 0.9% 31
2023
Q4 		$1.04M Buy
+4,300
New +$949K 0.81% 35

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

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

Lantern Wealth Advisors increased its Eaton (ETN) stake by 5.2% in Q1 2026, buying an estimated $69.8K and bringing the position to 3,946 shares worth $1.41M. The position accounts for 0.72% of the portfolio, ranked #37.

Lantern Wealth Advisors first reported a position in ETN in Q4 2023 and has held it in 9 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Lantern Wealth Advisors held 3,946 shares of Eaton worth $1.41M as of Q1 2026.
  • Lantern Wealth Advisors bought 196 Eaton shares in Q1 2026, an estimated $69.8K.
  • Eaton made up 0.72% of Lantern Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • Lantern Wealth Advisors first reported a position in Eaton in Q4 2023 and has held it in 9 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Lantern Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.