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Prestige Wealth Management Group’s Eaton ETN Stock Holding History

Prestige Wealth Management Group’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 		$901K Buy
2,519
+17
+0.7% +$6.05K 0.18% 73
2025
Q4 		$797K Buy
2,502
+95
+4% +$33.7K 0.15% 74
2025
Q3 		$901K Buy
2,407
+51
+2% +$18.5K 0.17% 65
2025
Q2 		$841K Buy
2,356
+394
+20% +$121K 0.17% 68
2025
Q1 		$533K Sell
1,962
-42
-2% -$13.1K 0.11% 91
2024
Q4 		$665K Buy
2,004
+85
+4% +$29.8K 0.14% 80
2024
Q3 		$636K Buy
1,919
+78
+4% +$23.8K 0.13% 84
2024
Q2 		$577K Buy
1,841
+1,076
+141% +$347K 0.12% 79
2024
Q1 		$239K Hold
765
– – 0.05% 143
2023
Q4 		$184K Hold
765
– – 0.04% 143
2023
Q3 		$163K Buy
765
+1
+0.1% +$216 0.04% 146
2023
Q2 		$154K Hold
764
– – 0.04% 167
2023
Q1 		$131K Sell
764
-7
-0.9% -$1.17K 0.03% 168
2022
Q4 		$121K Sell
771
-3
-0.4% -$460 0.03% 173
2022
Q3 		$104K Buy
774
+3
+0.4% +$420 0.03% 169
2022
Q2 		$97K Sell
771
-625
-45% -$87.4K 0.03% 180
2022
Q1 		$212K Buy
1,396
+81
+6% +$12.7K 0.05% 136
2021
Q4 		$227K Buy
1,315
+48
+4% +$7.96K 0.05% 130
2021
Q3 		$189K Buy
1,267
+105
+9% +$16.8K 0.05% 142
2021
Q2 		$172K Buy
1,162
+399
+52% +$57.5K 0.05% 143
2021
Q1 		$106K Hold
763
– – 0.03% 177
2020
Q4 		$92K Sell
763
-21
-3% -$2.37K 0.03% 182
2020
Q3 		$80K Hold
784
– – 0.02% 193
2020
Q2 		$69K Buy
784
+32
+4% +$2.63K 0.02% 187
2020
Q1 		$59K Buy
752
+63
+9% +$5.78K 0.02% 164
2019
Q4 		$65K Hold
689
– – 0.04% 188
2019
Q3 		$57K Hold
689
– – 0.03% 190
2019
Q2 		$57K Hold
689
– – 0.03% 183
2019
Q1 		$56K Sell
689
-126
-15% -$9.61K 0.03% 184
2018
Q4 		$56K Buy
+815
New +$61K 0.04% 184

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

Prestige Wealth Management Group's ETN Position: Q1 2026 in Review

Prestige Wealth Management Group increased its Eaton (ETN) stake by 0.68% in Q1 2026, buying an estimated $6.05K and bringing the position to 2,519 shares worth $901K. The position accounts for 0.18% of the portfolio, ranked #73.

Prestige Wealth Management Group first reported a position in ETN in Q4 2018 and has held it in 30 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Prestige Wealth Management Group held 2,519 shares of Eaton worth $901K as of Q1 2026.
  • Prestige Wealth Management Group bought 17 Eaton shares in Q1 2026, an estimated $6.05K.
  • Eaton made up 0.18% of Prestige Wealth Management Group's portfolio in Q1 2026, its #73 holding.
  • Prestige Wealth Management Group first reported a position in Eaton in Q4 2018 and has held it in 30 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.