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Vance Wealth’s Eaton ETN Stock Holding History

Vance Wealth’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 		$209K Buy
+585
New +$208K 0.06% 112
2025
Q4 		– Sell
-591
Closed -$221K – 117
2025
Q3 		$221K Buy
591
+3
+0.5% +$1.09K 0.07% 112
2025
Q2 		$210K Buy
+588
New +$181K 0.07% 112

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

Vance Wealth's ETN Position: Q1 2026 in Review

Vance Wealth opened a new position in Eaton (ETN) in Q1 2026: 585 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings. This is a return to the name: Vance Wealth previously reported a position in ETN as recently as Q3 2025.

Vance Wealth first reported a position in ETN in Q2 2025 and has held it in 3 quarters since. The position peaked at $221K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Vance Wealth held 585 shares of Eaton worth $209K as of Q1 2026.
  • Eaton was a new Vance Wealth position in Q1 2026.
  • Eaton made up 0.06% of Vance Wealth's portfolio in Q1 2026, its #112 holding.
  • Vance Wealth first reported a position in Eaton in Q2 2025 and has held it in 3 quarters since.
  • Vance Wealth's Eaton position peaked at $221K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.