ViaWealth’s Eaton ETN Stock Holding History

ViaWealth’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 Q2	$694K	Hold	1,628	–	–	0.35%	87
2026 Q1	$582K	Hold	1,628	–	–	0.32%	89
2025 Q4	$519K	Sell	1,628 -264	-14%	-$93.6K	0.29%	94
2025 Q3	$708K	Sell	1,892 -151	-7%	-$54.9K	0.39%	79
2025 Q2	$729K	Sell	2,043 -65	-3%	-$20K	0.43%	71
2025 Q1	$573K	Buy	2,108 +115	+6%	+$35.8K	0.35%	88
2024 Q4	$661K	Sell	1,993 -53	-3%	-$18.6K	0.4%	77
2024 Q3	$678K	Buy	2,046 +31	+2%	+$9.47K	0.4%	79
2024 Q2	$632K	Sell	2,015 -1,003	-33%	-$324K	0.39%	78
2024 Q1	$944K	Hold	3,018	–	–	0.59%	52
2023 Q4	$727K	Hold	3,018	–	–	0.5%	70
2023 Q3	$644K	Sell	3,018 -10	-0.3%	-$2.16K	0.47%	67
2023 Q2	$609K	Sell	3,028 -15	-0.5%	-$2.64K	0.45%	72
2023 Q1	$521K	Hold	3,043	–	–	0.41%	84
2022 Q4	$490K	Buy	+3,043	New	+$467K	0.4%	90

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ViaWealth's ETN Position: Q2 2026 in Review

ViaWealth held its Eaton (ETN) position steady in Q2 2026 at 1,628 shares worth $694K. The position accounts for 0.35% of the portfolio, ranked #87.

ViaWealth first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. The position peaked at $944K in Q1 2024. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

ViaWealth held 1,628 shares of Eaton worth $694K as of Q2 2026.
ViaWealth left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.35% of ViaWealth's portfolio in Q2 2026, its #87 holding.
ViaWealth first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Eaton position peaked at $944K in Q1 2024.
2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.