Valley Wealth Managers’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.3K | Sell |
54
-250
| -82% | -$89K | ﹤0.01% | 251 |
|
|
2025
Q4 | $96.8K | Hold |
304
| – | – | 0.01% | 189 |
|
|
2025
Q3 | $114K | Hold |
304
| – | – | 0.01% | 179 |
|
|
2025
Q2 | $109K | Hold |
304
| – | – | 0.01% | 180 |
|
|
2025
Q1 | $82.6K | Hold |
304
| – | – | 0.01% | 188 |
|
|
2024
Q4 | $101K | Hold |
304
| – | – | 0.01% | 190 |
|
|
2024
Q3 | $101K | Hold |
304
| – | – | 0.01% | 193 |
|
|
2024
Q2 | $95.3K | Sell |
304
-16
| -5% | -$5.17K | 0.01% | 199 |
|
|
2024
Q1 | $100K | Sell |
320
-200
| -38% | -$54.7K | 0.01% | 196 |
|
|
2023
Q4 | $125K | Hold |
520
| – | – | 0.01% | 192 |
|
|
2023
Q3 | $111K | Hold |
520
| – | – | 0.01% | 196 |
|
|
2023
Q2 | $105K | Sell |
520
-999
| -66% | -$176K | 0.01% | 178 |
|
|
2023
Q1 | $260K | Sell |
1,519
-30
| -2% | -$4.99K | 0.02% | 141 |
|
|
2022
Q4 | $243K | Sell |
1,549
-426
| -22% | -$65.3K | 0.02% | 149 |
|
|
2022
Q3 | $263K | Sell |
1,975
-1,811
| -48% | -$253K | 0.03% | 149 |
|
|
2022
Q2 | $477K | Sell |
3,786
-285
| -7% | -$39.9K | 0.04% | 129 |
|
|
2022
Q1 | $618K | Sell |
4,071
-13
| -0.3% | -$2.04K | 0.05% | 118 |
|
|
2021
Q4 | $706K | Sell |
4,084
-575
| -12% | -$95.3K | 0.06% | 117 |
|
|
2021
Q3 | $695K | Sell |
4,659
-1,145
| -20% | -$183K | 0.06% | 116 |
|
|
2021
Q2 | $860K | Buy |
5,804
+369
| +7% | +$53.2K | 0.07% | 112 |
|
|
2021
Q1 | $751K | Sell |
5,435
-425
| -7% | -$54.8K | 0.07% | 112 |
|
|
2020
Q4 | $704K | Sell |
5,860
-325
| -5% | -$36.7K | 0.07% | 115 |
|
|
2020
Q3 | $631K | Sell |
6,185
-375
| -6% | -$36.7K | 0.07% | 113 |
|
|
2020
Q2 | $574K | Sell |
6,560
-150
| -2% | -$12.3K | 0.06% | 116 |
|
|
2020
Q1 | $522K | Sell |
6,710
-875
| -12% | -$80.2K | 0.07% | 113 |
|
|
2019
Q4 | $718K | Sell |
7,585
-65
| -0.8% | -$5.77K | 0.07% | 113 |
|
|
2019
Q3 | $636K | Sell |
7,650
-631
| -8% | -$51.1K | 0.07% | 124 |
|
|
2019
Q2 | $690K | Buy |
8,281
+755
| +10% | +$61.1K | 0.07% | 122 |
|
|
2019
Q1 | $606K | Sell |
7,526
-3,118
| -29% | -$238K | 0.07% | 137 |
|
|
2018
Q4 | $731K | Sell |
10,644
-261
| -2% | -$19.5K | 0.1% | 105 |
|
|
2018
Q3 | $946K | Buy |
10,905
+3,094
| +40% | +$253K | 0.11% | 91 |
|
|
2018
Q2 | $584K | Buy |
7,811
+206
| +3% | +$15.9K | 0.07% | 96 |
|
|
2018
Q1 | $608K | Sell |
7,605
-1,044
| -12% | -$85.7K | 0.07% | 94 |
|
|
2017
Q4 | $683K | Sell |
8,649
-144
| -2% | -$11.2K | 0.08% | 95 |
|
|
2017
Q3 | $675K | Sell |
8,793
-144
| -2% | -$10.9K | 0.08% | 92 |
|
|
2017
Q2 | $696K | Sell |
8,937
-1,394
| -13% | -$106K | 0.09% | 94 |
|
|
2017
Q1 | $766K | Buy |
10,331
+206
| +2% | +$14.6K | 0.1% | 93 |
|
|
2016
Q4 | $679K | Sell |
10,125
-1,244
| -11% | -$81.6K | 0.1% | 95 |
|
|
2016
Q3 | $747K | Buy |
11,369
+1,556
| +16% | +$101K | 0.11% | 93 |
|
|
2016
Q2 | $586K | Buy |
+9,813
| New | +$603K | 0.09% | 96 |
|
Other funds holding ETN
VCM
VPM
Valley Wealth Managers's ETN Position: Q1 2026 in Review
Valley Wealth Managers reduced its Eaton (ETN) stake by 82% in Q1 2026, selling an estimated $89K and leaving 54 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #251.
Valley Wealth Managers first reported a position in ETN in Q2 2016 and has held it in 40 quarters since. The position peaked at $946K in Q3 2018. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.
- Valley Wealth Managers held 54 shares of Eaton worth $19.3K as of Q1 2026.
- Valley Wealth Managers sold 250 Eaton shares in Q1 2026, an estimated $89K.
- Eaton made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #251 holding.
- Valley Wealth Managers first reported a position in Eaton in Q2 2016 and has held it in 40 quarters since.
- Valley Wealth Managers's Eaton position peaked at $946K in Q3 2018.
- 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.
Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.