Maia Wealth’s Eaton ETN Stock Holding History

Maia Wealth’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	$1.66M	Buy	4,644 +1,094	+31%	+$389K	0.28%	107
2025 Q4	$1.39M	Buy	3,550 +577	+19%	+$204K	0.24%	118
2025 Q3	$1.13M	Buy	2,973 +1,248	+72%	+$454K	0.19%	130
2025 Q2	$616K	Buy	+1,725	New	+$531K	0.12%	174

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

Maia Wealth's ETN Position: Q1 2026 in Review

Maia Wealth increased its Eaton (ETN) stake by 31% in Q1 2026, buying an estimated $389K and bringing the position to 4,644 shares worth $1.66M. The position accounts for 0.28% of the portfolio, ranked #107.

Maia Wealth first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Maia Wealth held 4,644 shares of Eaton worth $1.66M as of Q1 2026.
Maia Wealth bought 1,094 Eaton shares in Q1 2026, an estimated $389K.
Eaton made up 0.28% of Maia Wealth's portfolio in Q1 2026, its #107 holding.
Maia Wealth first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.