Schear Investment Advisers’s Eaton ETN Stock Holding History

Schear Investment Advisers’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	-5,212	Closed	-$1.66M	–	79
2025 Q4	$1.66M	Sell	5,212 -282	-5%	-$99.9K	0.71%	47
2025 Q3	$2.06M	Buy	5,494 +54	+1%	+$19.6K	0.92%	36
2025 Q2	$1.94M	Buy	5,440 +646	+13%	+$199K	0.96%	34
2025 Q1	$1.3M	Buy	4,794 +1,977	+70%	+$616K	0.75%	46
2024 Q4	$935K	Buy	+2,817	New	+$989K	0.5%	58

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Schear Investment Advisers's ETN Position: Q1 2026 in Review

Schear Investment Advisers sold out of Eaton (ETN) in Q1 2026, closing a stake of 5,212 shares — an estimated $1.66M sold.

Schear Investment Advisers first reported a position in ETN in Q4 2024 and held it in 5 quarters. The position peaked at $2.06M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Schear Investment Advisers reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
Schear Investment Advisers sold 5,212 Eaton shares in Q1 2026, an estimated $1.66M.
Schear Investment Advisers first reported a position in Eaton in Q4 2024 and held it in 5 quarters.
Schear Investment Advisers's Eaton position peaked at $2.06M in Q3 2025.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.