VWA
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Visionary Wealth Advisors’s Eaton ETN Stock Holding History

Visionary 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 		$668K Buy
1,868
+63
+3% +$22.4K 0.03% 344
2025
Q4 		$575K Buy
1,805
+10
+0.6% +$3.54K 0.03% 357
2025
Q3 		$672K Buy
1,795
+7
+0.4% +$2.55K 0.03% 336
2025
Q2 		$638K Sell
1,788
-63
-3% -$19.4K 0.03% 325
2025
Q1 		$503K Sell
1,851
-40
-2% -$12.5K 0.03% 347
2024
Q4 		$628K Sell
1,891
-14
-0.7% -$4.91K 0.04% 320
2024
Q3 		$631K Sell
1,905
-9
-0.5% -$2.75K 0.04% 314
2024
Q2 		$600K Buy
1,914
+59
+3% +$19K 0.04% 301
2024
Q1 		$580K Hold
1,855
– – 0.04% 305
2023
Q4 		$447K Buy
1,855
+90
+5% +$19.9K 0.03% 334
2023
Q3 		$376K Buy
1,765
+55
+3% +$11.9K 0.03% 336
2023
Q2 		$344K Sell
1,710
-40
-2% -$7.04K 0.03% 343
2023
Q1 		$300K Sell
1,750
-71
-4% -$11.8K 0.03% 355
2022
Q4 		$286K Sell
1,821
-7
-0.4% -$1.07K 0.03% 333
2022
Q3 		$244K Buy
1,828
+7
+0.4% +$979 0.03% 334
2022
Q2 		$229K Buy
1,821
+92
+5% +$12.9K 0.02% 370
2022
Q1 		$262K Sell
1,729
-212
-11% -$33.2K 0.02% 359
2021
Q4 		$335K Buy
1,941
+374
+24% +$62K 0.03% 279
2021
Q3 		$234K Sell
1,567
-12
-0.8% -$1.92K 0.02% 277
2021
Q2 		$234K Sell
1,579
-594
-27% -$85.6K 0.02% 301
2021
Q1 		$300K Buy
2,173
+355
+20% +$45.8K 0.03% 252
2020
Q4 		$218K Buy
+1,818
New +$205K 0.02% 281

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

Visionary Wealth Advisors's ETN Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Eaton (ETN) stake by 3.5% in Q1 2026, buying an estimated $22.4K and bringing the position to 1,868 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #344.

Visionary Wealth Advisors first reported a position in ETN in Q4 2020 and has held it in 22 quarters since. The position peaked at $672K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Visionary Wealth Advisors held 1,868 shares of Eaton worth $668K as of Q1 2026.
  • Visionary Wealth Advisors bought 63 Eaton shares in Q1 2026, an estimated $22.4K.
  • Eaton made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #344 holding.
  • Visionary Wealth Advisors first reported a position in Eaton in Q4 2020 and has held it in 22 quarters since.
  • Visionary Wealth Advisors's Eaton position peaked at $672K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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