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Opal Wealth Advisors’s Eaton ETN Stock Holding History

Opal Wealth Advisors’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 		$346K Buy
966
+120
+14% +$42.7K 0.08% 131
2025
Q4 		$269K Sell
846
-7
-0.8% -$2.48K 0.07% 169
2025
Q3 		$319K Buy
853
+14
+2% +$5.09K 0.09% 139
2025
Q2 		$300K Sell
839
-12
-1% -$3.7K 0.08% 138
2025
Q1 		$231K Buy
851
+121
+17% +$37.7K 0.07% 159
2024
Q4 		$242K Buy
730
+23
+3% +$8.07K 0.07% 157
2024
Q3 		$234K Sell
707
-74
-9% -$22.6K 0.07% 164
2024
Q2 		$245K Sell
781
-38
-5% -$12.3K 0.08% 145
2024
Q1 		$256K Buy
+819
New +$224K 0.09% 141

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

Opal Wealth Advisors's ETN Position: Q1 2026 in Review

Opal Wealth Advisors increased its Eaton (ETN) stake by 14% in Q1 2026, buying an estimated $42.7K and bringing the position to 966 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #131.

Opal Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Opal Wealth Advisors held 966 shares of Eaton worth $346K as of Q1 2026.
  • Opal Wealth Advisors bought 120 Eaton shares in Q1 2026, an estimated $42.7K.
  • Eaton made up 0.08% of Opal Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • Opal Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.