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Safeguard Investment Advisory Group’s Eaton ETN Stock Holding History

Safeguard Investment Advisory Group’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 		$234K Sell
654
-59
-8% -$21K 0.06% 121
2025
Q4 		$227K Buy
713
+10
+1% +$3.54K 0.06% 123
2025
Q3 		$263K Sell
703
-318
-31% -$116K 0.07% 114
2025
Q2 		$364K Sell
1,021
-131
-11% -$40.3K 0.09% 95
2025
Q1 		$313K Buy
1,152
+372
+48% +$116K 0.09% 94
2024
Q4 		$259K Sell
780
-18
-2% -$6.32K 0.07% 91
2024
Q3 		$265K Sell
798
-56
-7% -$17.1K 0.08% 88
2024
Q2 		$268K Sell
854
-20
-2% -$6.46K 0.08% 80
2024
Q1 		$273K Sell
874
-29
-3% -$7.93K 0.09% 77
2023
Q4 		$217K Buy
+903
New +$199K 0.08% 91
2021
Q1 		– Sell
-200
Closed -$24K – 265
2020
Q4 		$24K Buy
+200
New +$22.6K 0.02% 283

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

Safeguard Investment Advisory Group's ETN Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Eaton (ETN) stake by 8.3% in Q1 2026, selling an estimated $21K and leaving 654 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #121.

Safeguard Investment Advisory Group first reported a position in ETN in Q4 2020 and has held it in 11 quarters since. The position peaked at $364K in Q2 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Safeguard Investment Advisory Group held 654 shares of Eaton worth $234K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 59 Eaton shares in Q1 2026, an estimated $21K.
  • Eaton made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #121 holding.
  • Safeguard Investment Advisory Group first reported a position in Eaton in Q4 2020 and has held it in 11 quarters since.
  • Safeguard Investment Advisory Group's Eaton position peaked at $364K in Q2 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.