PUREfi Wealth’s Eaton ETN Stock Holding History

PUREfi Wealth’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	$1.04M	Sell	2,894 -10	-0.3%	-$3.56K	0.68%	34
2025 Q4	$925K	Buy	2,904 +147	+5%	+$52.1K	0.71%	35
2025 Q3	$1.03M	Sell	2,757 -31	-1%	-$11.3K	0.79%	30
2025 Q2	$995K	Buy	2,788 +333	+14%	+$103K	0.8%	28
2025 Q1	$667K	Buy	2,455 +1,162	+90%	+$362K	0.67%	40
2024 Q4	$429K	Buy	+1,293	New	+$454K	0.42%	63

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

PUREfi Wealth's ETN Position: Q1 2026 in Review

PUREfi Wealth reduced its Eaton (ETN) stake by 0.34% in Q1 2026, selling an estimated $3.56K and leaving 2,894 shares worth $1.04M. The position accounts for 0.68% of the portfolio, ranked #34.

PUREfi Wealth first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

PUREfi Wealth held 2,894 shares of Eaton worth $1.04M as of Q1 2026.
PUREfi Wealth sold 10 Eaton shares in Q1 2026, an estimated $3.56K.
Eaton made up 0.68% of PUREfi Wealth's portfolio in Q1 2026, its #34 holding.
PUREfi Wealth first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.