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Refined Wealth Management’s Eaton ETN Stock Holding History

Refined 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
Q1 		$211K Sell
590
-51
-8% -$18.1K 0.13% 44
2025
Q4 		$204K Hold
641
– – 0.14% 38
2025
Q3 		$240K Buy
641
+59
+10% +$21.5K 0.15% 30
2025
Q2 		$208K Buy
+582
New +$179K 0.14% 29
2024
Q4 		– Sell
-641
Closed -$212K – 28
2024
Q3 		$212K Buy
641
+1
+0.2% +$306 0.16% 24
2024
Q2 		$201K Hold
640
– – 0.15% 24
2024
Q1 		$200K Buy
+640
New +$175K 0.14% 25

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

Refined Wealth Management's ETN Position: Q1 2026 in Review

Refined Wealth Management reduced its Eaton (ETN) stake by 8% in Q1 2026, selling an estimated $18.1K and leaving 590 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #44.

Refined Wealth Management first reported a position in ETN in Q1 2024 and has held it in 7 quarters since. The position peaked at $240K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Refined Wealth Management held 590 shares of Eaton worth $211K as of Q1 2026.
  • Refined Wealth Management sold 51 Eaton shares in Q1 2026, an estimated $18.1K.
  • Eaton made up 0.13% of Refined Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Refined Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 7 quarters since.
  • Refined Wealth Management's Eaton position peaked at $240K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.