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Mindset Wealth Management’s Eaton ETN Stock Holding History

Mindset 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
Q1 		$501K Hold
1,400
– – 0.13% 88
2025
Q4 		$446K Hold
1,400
– – 0.12% 96
2025
Q3 		$524K Hold
1,400
– – 0.14% 79
2025
Q2 		$500K Sell
1,400
-12
-0.8% -$3.7K 0.16% 71
2025
Q1 		$384K Buy
1,412
+322
+30% +$100K 0.15% 84
2024
Q4 		$362K Buy
1,090
+300
+38% +$105K 0.13% 85
2024
Q3 		$262K Buy
+790
New +$241K 0.11% 102

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

Mindset Wealth Management's ETN Position: Q1 2026 in Review

Mindset Wealth Management held its Eaton (ETN) position steady in Q1 2026 at 1,400 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #88.

Mindset Wealth Management first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. The position peaked at $524K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Mindset Wealth Management held 1,400 shares of Eaton worth $501K as of Q1 2026.
  • Mindset Wealth Management left its Eaton share count unchanged in Q1 2026.
  • Eaton made up 0.13% of Mindset Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Mindset Wealth Management first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Eaton position peaked at $524K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.