Mount Yale Investment Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.17M | Buy |
20,039
+16,125
| +412% | +$5.74M | 0.17% | 137 |
|
|
2025
Q4 | $1.25M | Sell |
3,914
-2,837
| -42% | -$1.01M | 0.06% | 279 |
|
|
2025
Q3 | $2.53M | Buy |
6,751
+5,206
| +337% | +$1.89M | 0.18% | 133 |
|
|
2025
Q2 | $552K | Buy |
1,545
+51
| +3% | +$15.7K | 0.04% | 320 |
|
|
2025
Q1 | $406K | Sell |
1,494
-1,505
| -50% | -$469K | 0.03% | 371 |
|
|
2024
Q4 | $995K | Buy |
2,999
+46
| +2% | +$16.1K | 0.08% | 201 |
|
|
2024
Q3 | $979K | Buy |
2,953
+1,146
| +63% | +$350K | 0.09% | 200 |
|
|
2024
Q2 | $566K | Sell |
1,807
-3,332
| -65% | -$1.08M | 0.04% | 317 |
|
|
2024
Q1 | $1.61M | Sell |
5,139
-120
| -2% | -$32.8K | 0.12% | 158 |
|
|
2023
Q4 | $1.27M | Sell |
5,259
-499
| -9% | -$110K | 0.12% | 173 |
|
|
2023
Q3 | $1.23M | Sell |
5,758
-2,529
| -31% | -$545K | 0.13% | 160 |
|
|
2023
Q2 | $1.67M | Buy |
8,287
+1,749
| +27% | +$308K | 0.18% | 128 |
|
|
2023
Q1 | $1.12M | Sell |
6,538
-3,139
| -32% | -$523K | 0.13% | 164 |
|
|
2022
Q4 | $1.52M | Sell |
9,677
-1,298
| -12% | -$199K | 0.17% | 136 |
|
|
2022
Q3 | $1.46M | Buy |
10,975
+26
| +0.2% | +$3.64K | 0.19% | 114 |
|
|
2022
Q2 | $1.38M | Sell |
10,949
-407
| -4% | -$56.9K | 0.17% | 133 |
|
|
2022
Q1 | $1.72M | Sell |
11,356
-2,005
| -15% | -$314K | 0.19% | 122 |
|
|
2021
Q4 | $2.31M | Buy |
13,361
+5,341
| +67% | +$885K | 0.24% | 100 |
|
|
2021
Q3 | $1.2M | Buy |
8,020
+1,936
| +32% | +$309K | 0.14% | 168 |
|
|
2021
Q2 | $902K | Buy |
6,084
+109
| +2% | +$15.7K | 0.11% | 198 |
|
|
2021
Q1 | $826K | Buy |
5,975
+2,604
| +77% | +$336K | 0.11% | 200 |
|
|
2020
Q4 | $405K | Sell |
3,371
-1,044
| -24% | -$118K | 0.06% | 269 |
|
|
2020
Q3 | $450K | Buy |
4,415
+70
| +2% | +$6.84K | 0.06% | 250 |
|
|
2020
Q2 | $380K | Buy |
+4,345
| New | +$358K | 0.07% | 247 |
|
|
2019
Q4 | – | Sell |
-2,549
| Closed | -$235K | – | 328 |
|
|
2019
Q3 | $235K | Buy |
+2,549
| New | +$207K | 0.04% | 285 |
|
|
2019
Q1 | – | Sell |
-2,974
| Closed | -$225K | – | 320 |
|
|
2018
Q4 | $225K | Sell |
2,974
-327
| -10% | -$24.5K | 0.05% | 284 |
|
|
2018
Q3 | $249K | Sell |
3,301
-1
| -0% | -$82 | 0.04% | 281 |
|
|
2018
Q2 | $247K | Sell |
3,302
-42
| -1% | -$3.25K | 0.05% | 279 |
|
|
2018
Q1 | $267K | Buy |
+3,344
| New | +$274K | 0.06% | 255 |
|
Other funds holding ETN
VCM
VPM
Mount Yale Investment Advisors's ETN Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Eaton (ETN) stake by 412% in Q1 2026, buying an estimated $5.74M and bringing the position to 20,039 shares worth $7.17M. The position accounts for 0.17% of the portfolio, ranked #137.
Mount Yale Investment Advisors first reported a position in ETN in Q1 2018 and has held it in 29 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.
- Mount Yale Investment Advisors held 20,039 shares of Eaton worth $7.17M as of Q1 2026.
- Mount Yale Investment Advisors bought 16,125 Eaton shares in Q1 2026, an estimated $5.74M.
- Eaton made up 0.17% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #137 holding.
- Mount Yale Investment Advisors first reported a position in Eaton in Q1 2018 and has held it in 29 quarters since.
- 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.