Luts & Greenleigh Group’s Eaton ETN Stock Holding History

Luts & Greenleigh Group’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	$228K	Sell	638 -1	-0.2%	-$356	0.18%	85
2025 Q4	$204K	Sell	639 -6	-0.9%	-$2.13K	0.17%	87
2025 Q3	$241K	Sell	645 -14	-2%	-$5.09K	0.22%	75
2025 Q2	$235K	Buy	+659	New	+$203K	0.23%	73
2025 Q1	–	Sell	-654	Closed	-$217K	–	76
2024 Q4	$217K	Buy	654 +9	+1%	+$3.16K	0.21%	78
2024 Q3	$214K	Buy	+645	New	+$197K	0.21%	79

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

Luts & Greenleigh Group's ETN Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its Eaton (ETN) stake by 0.16% in Q1 2026, selling an estimated $356 and leaving 638 shares worth $228K. The position accounts for 0.18% of the portfolio, ranked #85.

Luts & Greenleigh Group first reported a position in ETN in Q3 2024 and has held it in 6 quarters since. The position peaked at $241K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Luts & Greenleigh Group held 638 shares of Eaton worth $228K as of Q1 2026.
Luts & Greenleigh Group sold 1 Eaton share in Q1 2026, an estimated $356.
Eaton made up 0.18% of Luts & Greenleigh Group's portfolio in Q1 2026, its #85 holding.
Luts & Greenleigh Group first reported a position in Eaton in Q3 2024 and has held it in 6 quarters since.
Luts & Greenleigh Group's Eaton position peaked at $241K in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.