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Pursuit Wealth Strategies’s Eaton ETN Stock Holding History

Pursuit Wealth Strategies’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 		$882K Buy
2,465
+122
+5% +$43.4K 1.23% 26
2025
Q4 		$746K Buy
+2,343
New +$830K 1.05% 29

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

Pursuit Wealth Strategies's ETN Position: Q1 2026 in Review

Pursuit Wealth Strategies increased its Eaton (ETN) stake by 5.2% in Q1 2026, buying an estimated $43.4K and bringing the position to 2,465 shares worth $882K. The position accounts for 1.23% of the portfolio, ranked #26.

Pursuit Wealth Strategies first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Pursuit Wealth Strategies held 2,465 shares of Eaton worth $882K as of Q1 2026.
  • Pursuit Wealth Strategies bought 122 Eaton shares in Q1 2026, an estimated $43.4K.
  • Eaton made up 1.23% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #26 holding.
  • Pursuit Wealth Strategies first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.