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Tobias Financial Advisors’s Eaton ETN Stock Holding History

Tobias Financial 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 		– Sell
-746
Closed -$238K – 149
2025
Q4 		$238K Buy
746
+121
+19% +$42.9K 0.03% 129
2025
Q3 		$234K Sell
625
-11
-2% -$4K 0.04% 117
2025
Q2 		$227K Buy
+636
New +$196K 0.04% 113
2024
Q4 		– Sell
-624
Closed -$207K – 111
2024
Q3 		$207K Buy
+624
New +$191K 0.04% 101
2020
Q1 		– Sell
-78
Closed -$7K – 122
2019
Q4 		$7K Buy
+78
New +$6.92K ﹤0.01% 200

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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

Tobias Financial Advisors's ETN Position: Q1 2026 in Review

Tobias Financial Advisors sold out of Eaton (ETN) in Q1 2026, closing a stake of 746 shares — an estimated $238K sold.

Tobias Financial Advisors first reported a position in ETN in Q4 2019 and held it in 5 quarters. The position peaked at $238K in Q4 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Tobias Financial Advisors reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Tobias Financial Advisors sold 746 Eaton shares in Q1 2026, an estimated $238K.
  • Tobias Financial Advisors first reported a position in Eaton in Q4 2019 and held it in 5 quarters.
  • Tobias Financial Advisors's Eaton position peaked at $238K in Q4 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.