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Simplicity Wealth’s Eaton ETN Stock Holding History

Simplicity Wealth’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 		$786K Buy
2,196
+584
+36% +$208K 0.04% 341
2025
Q4 		$513K Buy
1,612
+102
+7% +$36.1K 0.03% 423
2025
Q3 		$565K Sell
1,510
-1,849
-55% -$672K 0.03% 412
2025
Q2 		$1.2M Buy
+3,359
New +$1.03M 0.05% 298
2024
Q3 		– Sell
-13,032
Closed -$4.09M – 710
2024
Q2 		$4.09M Sell
13,032
-3,309
-20% -$1.07M 0.09% 218
2024
Q1 		$5.11M Buy
+16,341
New +$4.47M 0.12% 167

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

Simplicity Wealth's ETN Position: Q1 2026 in Review

Simplicity Wealth increased its Eaton (ETN) stake by 36% in Q1 2026, buying an estimated $208K and bringing the position to 2,196 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #341.

Simplicity Wealth first reported a position in ETN in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.11M in Q1 2024. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Simplicity Wealth held 2,196 shares of Eaton worth $786K as of Q1 2026.
  • Simplicity Wealth bought 584 Eaton shares in Q1 2026, an estimated $208K.
  • Eaton made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #341 holding.
  • Simplicity Wealth first reported a position in Eaton in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Eaton position peaked at $5.11M in Q1 2024.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.