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Peterson Wealth Management’s Eaton ETN Stock Holding History

Peterson 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
Q2 		$32K Buy
+75
New +$30.2K 0.01% 102
2025
Q2 		– Sell
-1,335
Closed -$363K – 47
2025
Q1 		$363K Buy
+1,335
New +$416K 0.24% 43

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Peterson Wealth Management's ETN Position: Q2 2026 in Review

Peterson Wealth Management opened a new position in Eaton (ETN) in Q2 2026: 75 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #102 among its holdings. This is a return to the name: Peterson Wealth Management previously reported a position in ETN as recently as Q1 2025.

Peterson Wealth Management first reported a position in ETN in Q1 2025 and has held it in 2 quarters since. The position peaked at $363K in Q1 2025. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Peterson Wealth Management held 75 shares of Eaton worth $32K as of Q2 2026.
  • Eaton was a new Peterson Wealth Management position in Q2 2026.
  • Eaton made up 0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Peterson Wealth Management first reported a position in Eaton in Q1 2025 and has held it in 2 quarters since.
  • Peterson Wealth Management's Eaton position peaked at $363K in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.