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Legacy Wealth Management (Idaho)’s Eaton ETN Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		$229K Buy
538
+237
+79% +$95.6K 0.09% 169
2026
Q1 		$108K Buy
301
+9
+3% +$3.2K 0.05% 167
2025
Q4 		$93K Buy
292
+54
+23% +$19.1K 0.04% 155
2025
Q3 		$89.1K Sell
238
-11
-4% -$4K 0.04% 134
2025
Q2 		$88.9K Sell
249
-15
-6% -$4.62K 0.05% 116
2025
Q1 		$71.8K Hold
264
– – 0.05% 119
2024
Q4 		$82.6K Hold
264
– – 0.05% 98
2024
Q3 		$97.6K Buy
+264
New +$80.7K 0.06% 87

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ETN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Eaton (ETN) stake by 79% in Q2 2026, buying an estimated $95.6K and bringing the position to 538 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #169.

Legacy Wealth Management (Idaho) first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 538 shares of Eaton worth $229K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 237 Eaton shares in Q2 2026, an estimated $95.6K.
  • Eaton made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #169 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.