Peterson Wealth Advisors’s Eaton ETN Stock Holding History

Peterson 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	$374K	Buy	1,045 +10	+1%	+$3.56K	0.05%	77
2025 Q4	$330K	Sell	1,035 -12	-1%	-$4.25K	0.04%	91
2025 Q3	$388K	Buy	1,047 +12	+1%	+$4.37K	0.06%	77
2025 Q2	$369K	Hold	1,035	–	–	0.06%	72
2025 Q1	$261K	Hold	1,035	–	–	0.05%	76
2024 Q4	$355K	Hold	1,035	–	–	0.06%	67
2024 Q3	$343K	Buy	1,035 +385	+59%	+$118K	0.06%	62
2024 Q2	$204K	Hold	650	–	–	0.04%	72
2024 Q1	$203K	Buy	+650	New	+$178K	0.04%	67

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

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

Peterson Wealth Advisors increased its Eaton (ETN) stake by 0.97% in Q1 2026, buying an estimated $3.56K and bringing the position to 1,045 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #77.

Peterson Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Peterson Wealth Advisors held 1,045 shares of Eaton worth $374K as of Q1 2026.
Peterson Wealth Advisors bought 10 Eaton shares in Q1 2026, an estimated $3.56K.
Eaton made up 0.05% of Peterson Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Peterson Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
Peterson Wealth Advisors's Eaton position peaked at $388K in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.