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Safe Harbor Fiduciary’s Eaton ETN Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-387
Closed -$123K – 94
2025
Q4 		$123K Buy
+387
New +$137K 0.11% 70
2025
Q2 		$138K Sell
387
-18
-4% -$5.54K 0.13% 84
2025
Q1 		$110K Hold
405
– – 0.11% 82
2024
Q4 		$134K Hold
405
– – 0.14% 78
2024
Q3 		$134K Buy
+405
New +$124K 0.13% 79

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

Safe Harbor Fiduciary's ETN Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Eaton (ETN) in Q1 2026, closing a stake of 387 shares — an estimated $123K sold.

Safe Harbor Fiduciary first reported a position in ETN in Q3 2024 and held it in 5 quarters. The position peaked at $138K in Q2 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 387 Eaton shares in Q1 2026, an estimated $123K.
  • Safe Harbor Fiduciary first reported a position in Eaton in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Eaton position peaked at $138K in Q2 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.