MorganRosel Wealth Management’s Eaton ETN Stock Holding History

MorganRosel 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	$374K	Sell	1,047 -1,794	-63%	-$638K	0.15%	85
2025 Q4	$905K	Sell	2,841 -7	-0.2%	-$2.48K	0.23%	64
2025 Q3	$1.07M	Buy	2,848 +180	+7%	+$65.5K	0.28%	58
2025 Q2	$952K	Sell	2,668 -1,115	-29%	-$343K	0.26%	61
2025 Q1	$1.03M	Buy	3,783 +789	+26%	+$246K	0.31%	54
2024 Q4	$994K	Sell	2,994 -499	-14%	-$175K	0.33%	57
2024 Q3	$1.16M	Sell	3,493 -298	-8%	-$91.1K	0.38%	49
2024 Q2	$1.19M	Buy	3,791 +85	+2%	+$27.4K	0.42%	42
2024 Q1	$1.16M	Sell	3,706 -644	-15%	-$176K	0.41%	42
2023 Q4	$1.05M	Sell	4,350 -75	-2%	-$16.6K	0.41%	41
2023 Q3	$944K	Buy	4,425 +2	+0%	+$431	0.39%	44
2023 Q2	$889K	Buy	+4,423	New	+$778K	0.36%	50

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

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

MorganRosel Wealth Management reduced its Eaton (ETN) stake by 63% in Q1 2026, selling an estimated $638K and leaving 1,047 shares worth $374K. The position accounts for 0.15% of the portfolio, ranked #85.

MorganRosel Wealth Management first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q2 2024. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

MorganRosel Wealth Management held 1,047 shares of Eaton worth $374K as of Q1 2026.
MorganRosel Wealth Management sold 1,794 Eaton shares in Q1 2026, an estimated $638K.
Eaton made up 0.15% of MorganRosel Wealth Management's portfolio in Q1 2026, its #85 holding.
MorganRosel Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
MorganRosel Wealth Management's Eaton position peaked at $1.19M in Q2 2024.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.