Lido Advisors’s Eaton ETN Stock Holding History

Lido Advisors’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	$3.47M	Buy	9,700 +1,000	+11%	+$356K	0.01%	540
2025 Q4	$2.77M	Hold	8,700	–	–	0.01%	620
2025 Q3	$3.26M	Buy	8,700 +1,100	+14%	+$400K	0.01%	552
2025 Q2	$2.71M	Buy	+7,600	New	+$2.34M	0.01%	508
2024 Q4	–	Sell	-2,700	Closed	-$895K	–	1528
2024 Q3	$895K	Hold	2,700	–	–	﹤0.01%	751
2024 Q2	$847K	Hold	2,700	–	–	﹤0.01%	724
2024 Q1	$844K	Buy	2,700 +700	+35%	+$191K	0.01%	729
2023 Q4	$482K	Buy	2,000 +600	+43%	+$132K	﹤0.01%	871
2023 Q3	$299K	Hold	1,400	–	–	﹤0.01%	915
2023 Q2	$282K	Hold	1,400	–	–	﹤0.01%	960
2023 Q1	$240K	Hold	1,400	–	–	﹤0.01%	942
2022 Q4	$220K	Buy	+1,400	New	+$215K	﹤0.01%	880

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

Lido Advisors's ETN Position: Q1 2026 in Review

Lido Advisors reduced its Eaton (ETN) stake by 28% in Q1 2026, selling an estimated $15.2M and leaving 109,718 shares worth $39.2M. The position accounts for 0.12% of the portfolio, ranked #113.

Lido Advisors first reported a position in ETN in Q4 2016 and has held it in 38 quarters since. The position peaked at $56.4M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Lido Advisors held 109,718 shares of Eaton worth $39.2M as of Q1 2026.
Lido Advisors sold 42,681 Eaton shares in Q1 2026, an estimated $15.2M.
Eaton made up 0.12% of Lido Advisors's portfolio in Q1 2026, its #113 holding.
Lido Advisors first reported a position in Eaton in Q4 2016 and has held it in 38 quarters since.
Lido Advisors's Eaton position peaked at $56.4M in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.