Principia Wealth Advisory’s Eaton ETN Stock Holding History

Principia Wealth Advisory’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	$20.9K	Buy	49 +8	+20%	+$3.23K	0.01%	175
2026 Q1	$14.7K	Buy	41 +12	+41%	+$4.27K	0.01%	183
2025 Q4	$9.24K	Buy	29 +2	+7%	+$709	0.01%	207
2025 Q3	$10.1K	Buy	27 +2	+8%	+$727	0.01%	201
2025 Q2	$8.93K	Hold	25	–	–	0.01%	173
2025 Q1	$7.09K	Buy	25 +14	+127%	+$4.36K	0.01%	154
2024 Q4	$3.65K	Buy	+11	New	+$3.86K	﹤0.01%	176

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's ETN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Eaton (ETN) stake by 20% in Q2 2026, buying an estimated $3.23K and bringing the position to 49 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #175.

Principia Wealth Advisory first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Principia Wealth Advisory held 49 shares of Eaton worth $20.9K as of Q2 2026.
Principia Wealth Advisory bought 8 Eaton shares in Q2 2026, an estimated $3.23K.
Eaton made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #175 holding.
Principia Wealth Advisory first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.