Leo Wealth LLC’s Eaton ETN Stock Holding History

Leo Wealth LLC’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	$502K	Buy	1,404 +43	+3%	+$15.3K	0.04%	267
2025 Q4	$434K	Buy	+1,361	New	+$482K	0.03%	282
2025 Q3	–	Sell	-1,211	Closed	-$432K	–	327
2025 Q2	$432K	Buy	+1,211	New	+$373K	0.03%	258
2025 Q1	–	Sell	-1,523	Closed	-$505K	–	309
2024 Q4	$505K	Buy	1,523 +13	+0.9%	+$4.56K	0.05%	232
2024 Q3	$500K	Sell	1,510 -147	-9%	-$44.9K	0.05%	226
2024 Q2	$519K	Sell	1,657 -811	-33%	-$262K	0.05%	215
2024 Q1	$771K	Buy	2,468 +1,128	+84%	+$308K	0.08%	172
2023 Q4	$372K	Buy	+1,340	New	+$296K	0.04%	233

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

Leo Wealth LLC's ETN Position: Q1 2026 in Review

Leo Wealth LLC increased its Eaton (ETN) stake by 3.2% in Q1 2026, buying an estimated $15.3K and bringing the position to 1,404 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #267.

Leo Wealth LLC first reported a position in ETN in Q4 2023 and has held it in 8 quarters since. The position peaked at $771K in Q1 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Leo Wealth LLC held 1,404 shares of Eaton worth $502K as of Q1 2026.
Leo Wealth LLC bought 43 Eaton shares in Q1 2026, an estimated $15.3K.
Eaton made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #267 holding.
Leo Wealth LLC first reported a position in Eaton in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's Eaton position peaked at $771K in Q1 2024.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.