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Optimize Financial’s Eaton ETN Stock Holding History

Optimize Financial’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 		$361K Buy
1,010
+93
+10% +$33.1K 0.18% 219
2025
Q4 		$292K Buy
917
+7
+0.8% +$2.48K 0.15% 275
2025
Q3 		$341K Buy
+910
New +$331K 0.18% 238
2025
Q1 		– Sell
-689
Closed -$229K – 245
2024
Q4 		$229K Buy
+689
New +$242K 0.17% 187

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

Optimize Financial's ETN Position: Q1 2026 in Review

Optimize Financial increased its Eaton (ETN) stake by 10% in Q1 2026, buying an estimated $33.1K and bringing the position to 1,010 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #219.

Optimize Financial first reported a position in ETN in Q4 2024 and has held it in 4 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Optimize Financial held 1,010 shares of Eaton worth $361K as of Q1 2026.
  • Optimize Financial bought 93 Eaton shares in Q1 2026, an estimated $33.1K.
  • Eaton made up 0.18% of Optimize Financial's portfolio in Q1 2026, its #219 holding.
  • Optimize Financial first reported a position in Eaton in Q4 2024 and has held it in 4 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.