Liberty Wealth Management’s Eaton ETN Stock Holding History

Liberty Wealth Management’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	$323K	Buy	903 +111	+14%	+$39.5K	0.04%	192
2025 Q4	$252K	Buy	792 +104	+15%	+$36.9K	0.03%	217
2025 Q3	$258K	Buy	+688	New	+$250K	0.04%	202
2021 Q4	–	Sell	-439	Closed	-$70K	–	457
2021 Q3	$70K	Buy	439 +360	+456%	+$57.5K	0.03%	355
2021 Q2	$10K	Buy	79 +47	+147%	+$6.77K	﹤0.01%	648
2021 Q1	$3K	Hold	32	–	–	﹤0.01%	769
2020 Q4	$3K	Sell	32 -113	-78%	-$12.8K	﹤0.01%	765
2020 Q3	$15K	Buy	145 +49	+51%	+$4.79K	0.01%	447
2020 Q2	$8K	Buy	96 +42	+78%	+$3.46K	0.01%	526
2020 Q1	$4K	Sell	54 -3	-5%	-$275	﹤0.01%	610
2019 Q4	$5K	Sell	57 -40	-41%	-$3.55K	﹤0.01%	662
2019 Q3	$8K	Hold	97	–	–	0.01%	554
2019 Q2	$8K	Hold	97	–	–	0.01%	561
2019 Q1	$7K	Buy	97 +17	+21%	+$1.3K	0.01%	488
2018 Q4	$5K	Buy	+80	New	+$5.98K	﹤0.01%	544

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

Liberty Wealth Management's ETN Position: Q1 2026 in Review

Liberty Wealth Management increased its Eaton (ETN) stake by 14% in Q1 2026, buying an estimated $39.5K and bringing the position to 903 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #192.

Liberty Wealth Management first reported a position in ETN in Q4 2018 and has held it in 15 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Liberty Wealth Management held 903 shares of Eaton worth $323K as of Q1 2026.
Liberty Wealth Management bought 111 Eaton shares in Q1 2026, an estimated $39.5K.
Eaton made up 0.04% of Liberty Wealth Management's portfolio in Q1 2026, its #192 holding.
Liberty Wealth Management first reported a position in Eaton in Q4 2018 and has held it in 15 quarters since.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.