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Summit Wealth Group (Colorado)’s Eaton ETN Stock Holding History

Summit Wealth Group (Colorado)’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 		$286K Buy
801
+110
+16% +$39.1K 0.03% 267
2025
Q4 		$220K Buy
+691
New +$245K 0.03% 257
2025
Q3 		– Sell
-668
Closed -$238K – 321
2025
Q2 		$238K Buy
+668
New +$206K 0.06% 210

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

Summit Wealth Group (Colorado)'s ETN Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Eaton (ETN) stake by 16% in Q1 2026, buying an estimated $39.1K and bringing the position to 801 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #267.

Summit Wealth Group (Colorado) first reported a position in ETN in Q2 2025 and has held it in 3 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Summit Wealth Group (Colorado) held 801 shares of Eaton worth $286K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 110 Eaton shares in Q1 2026, an estimated $39.1K.
  • Eaton made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #267 holding.
  • Summit Wealth Group (Colorado) first reported a position in Eaton in Q2 2025 and has held it in 3 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.