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Strategies Wealth Advisors’s Eaton ETN Stock Holding History

Strategies Wealth 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 		$351K Sell
981
-1,019
-51% -$363K 0.04% 128
2025
Q4 		$637K Buy
2,000
+125
+7% +$44.3K 0.06% 79
2025
Q3 		$702K Buy
1,875
+639
+52% +$232K 0.07% 79
2025
Q2 		$441K Sell
1,236
-2,139
-63% -$659K 0.05% 115
2025
Q1 		$917K Buy
3,375
+2,099
+164% +$654K 0.11% 57
2024
Q4 		$394K Buy
+1,276
New +$448K 0.05% 94

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

Strategies Wealth Advisors's ETN Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Eaton (ETN) stake by 51% in Q1 2026, selling an estimated $363K and leaving 981 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #128.

Strategies Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. The position peaked at $917K in Q1 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Strategies Wealth Advisors held 981 shares of Eaton worth $351K as of Q1 2026.
  • Strategies Wealth Advisors sold 1,019 Eaton shares in Q1 2026, an estimated $363K.
  • Eaton made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • Strategies Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Eaton position peaked at $917K in Q1 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.