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Rialto Wealth Management’s Eaton ETN Stock Holding History

Rialto 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 		$649K Sell
1,814
-207
-10% -$73.7K 0.15% 93
2025
Q4 		$644K Buy
2,021
+1,996
+7,984% +$707K 0.15% 88
2025
Q3 		$9.36K Buy
25
+16
+178% +$5.82K ﹤0.01% 433
2025
Q2 		$3.21K Buy
9
+3
+50% +$924 ﹤0.01% 520
2025
Q1 		$1.63K Buy
+6
New +$1.87K ﹤0.01% 575

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

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

Rialto Wealth Management reduced its Eaton (ETN) stake by 10% in Q1 2026, selling an estimated $73.7K and leaving 1,814 shares worth $649K. The position accounts for 0.15% of the portfolio, ranked #93.

Rialto Wealth Management first reported a position in ETN in Q1 2025 and has held it in 5 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Rialto Wealth Management held 1,814 shares of Eaton worth $649K as of Q1 2026.
  • Rialto Wealth Management sold 207 Eaton shares in Q1 2026, an estimated $73.7K.
  • Eaton made up 0.15% of Rialto Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Rialto Wealth Management first reported a position in Eaton in Q1 2025 and has held it in 5 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.