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Twin Peaks Wealth Advisors’s Eaton ETN Stock Holding History

Twin Peaks 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 		$161K Buy
+451
New +$160K 0.04% 218
2025
Q3 		– Sell
-286
Closed -$104K – 774
2025
Q2 		$104K Buy
+286
New +$88.1K 0.03% 233

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

Twin Peaks Wealth Advisors's ETN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Eaton (ETN) in Q1 2026: 451 shares worth $161K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ETN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ETN in Q2 2025 and has held it in 2 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 451 shares of Eaton worth $161K as of Q1 2026.
  • Eaton was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Eaton made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #218 holding.
  • Twin Peaks Wealth Advisors first reported a position in Eaton in Q2 2025 and has held it in 2 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.