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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
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 $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

Legacy Wealth Management (Idaho)'s ETN Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Eaton (ETN) stake by 3.1% in Q1 2026, buying an estimated $3.2K and bringing the position to 301 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #167.

Legacy Wealth Management (Idaho) first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 301 shares of Eaton worth $108K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 9 Eaton shares in Q1 2026, an estimated $3.2K.
  • Eaton made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #167 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.