Laurel Wealth Advisors (North Carolina)’s Eaton ETN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-6	Closed	-$1.91K	–	333
2025 Q4	$1.91K	Buy	+6	New	+$2.13K	﹤0.01%	609
2025 Q2	–	Sell	-150	Closed	-$40.8K	–	337
2025 Q1	$40.8K	Hold	150	–	–	0.01%	330
2024 Q4	$49.8K	Sell	150 -49	-25%	-$17.2K	0.01%	314
2024 Q3	$66K	Buy	+199	New	+$60.8K	0.01%	283

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ETN Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Eaton (ETN) in Q1 2026, closing a stake of 6 shares — an estimated $1.91K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ETN in Q3 2024 and held it in 4 quarters. The position peaked at $66K in Q3 2024. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 6 Eaton shares in Q1 2026, an estimated $1.91K.
Laurel Wealth Advisors (North Carolina) first reported a position in Eaton in Q3 2024 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Eaton position peaked at $66K in Q3 2024.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.