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LightSquare Wealth Management’s Eaton ETN Stock Holding History

LightSquare 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
Q2 		$862K Sell
2,023
-304
-13% -$123K 0.59% 37
2026
Q1 		$832K Buy
+2,327
New +$828K 0.62% 39

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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

LightSquare Wealth Management's ETN Position: Q2 2026 in Review

LightSquare Wealth Management reduced its Eaton (ETN) stake by 13% in Q2 2026, selling an estimated $123K and leaving 2,023 shares worth $862K. The position accounts for 0.59% of the portfolio, ranked #37.

LightSquare Wealth Management first reported a position in ETN in Q1 2026 and has held it in 2 quarters since. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • LightSquare Wealth Management held 2,023 shares of Eaton worth $862K as of Q2 2026.
  • LightSquare Wealth Management sold 304 Eaton shares in Q2 2026, an estimated $123K.
  • Eaton made up 0.59% of LightSquare Wealth Management's portfolio in Q2 2026, its #37 holding.
  • LightSquare Wealth Management first reported a position in Eaton in Q1 2026 and has held it in 2 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.