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Rise Advisors’s Eaton ETN Stock Holding History

Rise Advisors’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 		$579K Buy
1,359
+51
+4% +$20.6K 0.16% 48
2026
Q1 		$478K Sell
1,308
-272
-17% -$96.8K 0.17% 50
2025
Q4 		$503K Buy
1,580
+34
+2% +$12K 0.18% 48
2025
Q3 		$578K Buy
1,546
+139
+10% +$50.6K 0.21% 42
2025
Q2 		$502K Sell
1,407
-122
-8% -$37.6K 0.2% 45
2025
Q1 		$416K Sell
1,529
-139
-8% -$43.3K 0.18% 49
2024
Q4 		$553K Sell
1,668
-71
-4% -$24.9K 0.27% 34
2024
Q3 		$576K Buy
1,739
+16
+0.9% +$4.89K 0.28% 37
2024
Q2 		$540K Buy
1,723
+72
+4% +$23.2K 0.29% 33
2024
Q1 		$516K Buy
1,651
+300
+22% +$82K 0.28% 35
2023
Q4 		$325K Buy
1,351
+355
+36% +$78.4K 0.23% 40
2023
Q3 		$212K Buy
996
+228
+30% +$49.2K 0.17% 58
2023
Q2 		$154K Buy
768
+93
+14% +$16.4K 0.12% 77
2023
Q1 		$116K Buy
675
+233
+53% +$38.8K 0.09% 93
2022
Q4 		$69.3K Buy
442
+71
+19% +$10.9K 0.06% 129
2022
Q3 		$49K Buy
371
+42
+13% +$5.88K 0.04% 153
2022
Q2 		$42K Buy
329
+269
+448% +$37.6K 0.04% 155
2022
Q1 		$9K Hold
60
– – 0.01% 341
2021
Q4 		$10.4K Buy
+60
New +$9.94K 0.01% 323

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Rise Advisors's ETN Position: Q2 2026 in Review

Rise Advisors increased its Eaton (ETN) stake by 3.9% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,359 shares worth $579K. The position accounts for 0.16% of the portfolio, ranked #48.

Rise Advisors first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Rise Advisors held 1,359 shares of Eaton worth $579K as of Q2 2026.
  • Rise Advisors bought 51 Eaton shares in Q2 2026, an estimated $20.6K.
  • Eaton made up 0.16% of Rise Advisors's portfolio in Q2 2026, its #48 holding.
  • Rise Advisors first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.