Tower View Wealth Management’s Eaton ETN Stock Holding History

Tower View Wealth Management’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	$2.94M	Sell	8,220 -240	-3%	-$85.4K	1.51%	23
2025 Q4	$2.69M	Buy	+8,460	New	+$3M	1.33%	30
2018 Q4	–	Sell	-935	Closed	-$81K	–	148
2018 Q3	$81K	Buy	935 +40	+4%	+$3.27K	0.07%	78
2018 Q2	$67K	Buy	895 +125	+16%	+$9.67K	0.06%	78
2018 Q1	$62K	Buy	770 +255	+50%	+$20.9K	0.06%	81
2017 Q4	$41K	Buy	+515	New	+$40K	0.04%	96

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

Tower View Wealth Management's ETN Position: Q1 2026 in Review

Tower View Wealth Management reduced its Eaton (ETN) stake by 2.8% in Q1 2026, selling an estimated $85.4K and leaving 8,220 shares worth $2.94M. The position accounts for 1.51% of the portfolio, ranked #23.

Tower View Wealth Management first reported a position in ETN in Q4 2017 and has held it in 6 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Tower View Wealth Management held 8,220 shares of Eaton worth $2.94M as of Q1 2026.
Tower View Wealth Management sold 240 Eaton shares in Q1 2026, an estimated $85.4K.
Eaton made up 1.51% of Tower View Wealth Management's portfolio in Q1 2026, its #23 holding.
Tower View Wealth Management first reported a position in Eaton in Q4 2017 and has held it in 6 quarters since.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.