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RMG Wealth Management’s Eaton ETN Stock Holding History

RMG 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 		$377K Buy
899
+8
+0.9% +$2.85K 0.04% 46
2025
Q4 		$296K Buy
891
+12
+1% +$4.25K 0.04% 47
2025
Q3 		$313K Hold
879
– – 0.04% 42
2025
Q2 		$336K Buy
+879
New +$271K 0.05% 31

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

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

RMG Wealth Management increased its Eaton (ETN) stake by 0.9% in Q1 2026, buying an estimated $2.85K and bringing the position to 899 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #46.

RMG Wealth Management first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • RMG Wealth Management held 899 shares of Eaton worth $377K as of Q1 2026.
  • RMG Wealth Management bought 8 Eaton shares in Q1 2026, an estimated $2.85K.
  • Eaton made up 0.04% of RMG Wealth Management's portfolio in Q1 2026, its #46 holding.
  • RMG Wealth Management first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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