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Measured Wealth Private Client Group’s Eaton ETN Stock Holding History

Measured Wealth Private Client 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 		$17.5K Hold
49
– – ﹤0.01% 505
2025
Q4 		$15.6K Sell
49
-6
-11% -$2.13K ﹤0.01% 519
2025
Q3 		$20.6K Buy
+55
New +$20K 0.01% 468
2018
Q4 		– Sell
-348
Closed -$30K – 283
2018
Q3 		$30K Buy
+348
New +$28.5K 0.02% 449

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Measured Wealth Private Client Group's ETN Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Eaton (ETN) position steady in Q1 2026 at 49 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Measured Wealth Private Client Group first reported a position in ETN in Q3 2018 and has held it in 4 quarters since. The position peaked at $30K in Q3 2018. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Measured Wealth Private Client Group held 49 shares of Eaton worth $17.5K as of Q1 2026.
  • Measured Wealth Private Client Group left its Eaton share count unchanged in Q1 2026.
  • Eaton made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #505 holding.
  • Measured Wealth Private Client Group first reported a position in Eaton in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Eaton position peaked at $30K in Q3 2018.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.