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Sage Mountain Advisors’s Eaton ETN Stock Holding History

Sage Mountain 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
Q1 		$246K Sell
688
-8,686
-93% -$3.09M 0.02% 183
2025
Q4 		$2.99M Sell
9,374
-2,505
-21% -$888K 0.16% 70
2025
Q3 		$4.45M Buy
11,879
+5,546
+88% +$2.02M 0.25% 53
2025
Q2 		$2.26M Buy
6,333
+1,052
+20% +$324K 0.15% 73
2025
Q1 		$1.44M Sell
5,281
-145
-3% -$45.1K 0.11% 87
2024
Q4 		$1.8M Sell
5,426
-265
-5% -$93K 0.13% 78
2024
Q3 		$1.89M Buy
5,691
+1,526
+37% +$466K 0.16% 69
2024
Q2 		$1.31M Buy
4,165
+397
+11% +$128K 0.12% 81
2024
Q1 		$1.18M Buy
3,768
+529
+16% +$145K 0.12% 86
2023
Q4 		$780K Buy
3,239
+106
+3% +$23.4K 0.09% 96
2023
Q3 		$668K Buy
3,133
+108
+4% +$23.3K 0.09% 93
2023
Q2 		$608K Buy
3,025
+476
+19% +$83.7K 0.09% 98
2023
Q1 		$437K Buy
+2,549
New +$424K 0.07% 117
2022
Q1 		– Sell
-2,063
Closed -$357K – 642
2021
Q4 		$357K Sell
2,063
-59
-3% -$9.78K 0.04% 400
2021
Q3 		$317K Buy
2,122
+461
+28% +$73.7K 0.05% 344
2021
Q2 		$246K Buy
1,661
+106
+7% +$15.3K 0.04% 351
2021
Q1 		$215K Buy
+1,555
New +$200K 0.05% 287

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

Sage Mountain Advisors's ETN Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Eaton (ETN) stake by 93% in Q1 2026, selling an estimated $3.09M and leaving 688 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #183.

Sage Mountain Advisors first reported a position in ETN in Q1 2021 and has held it in 17 quarters since. The position peaked at $4.45M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Sage Mountain Advisors held 688 shares of Eaton worth $246K as of Q1 2026.
  • Sage Mountain Advisors sold 8,686 Eaton shares in Q1 2026, an estimated $3.09M.
  • Eaton made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #183 holding.
  • Sage Mountain Advisors first reported a position in Eaton in Q1 2021 and has held it in 17 quarters since.
  • Sage Mountain Advisors's Eaton position peaked at $4.45M in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.