Wallace Advisory Group’s Eaton ETN Stock Holding History

Wallace Advisory Group’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	$305K	Buy	852 +83	+11%	+$29.5K	0.33%	79
2025 Q4	$245K	Buy	+769	New	+$273K	0.26%	109

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wallace Advisory Group's ETN Position: Q1 2026 in Review

Wallace Advisory Group increased its Eaton (ETN) stake by 11% in Q1 2026, buying an estimated $29.5K and bringing the position to 852 shares worth $305K. The position accounts for 0.33% of the portfolio, ranked #79.

Wallace Advisory Group first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Wallace Advisory Group held 852 shares of Eaton worth $305K as of Q1 2026.
Wallace Advisory Group bought 83 Eaton shares in Q1 2026, an estimated $29.5K.
Eaton made up 0.33% of Wallace Advisory Group's portfolio in Q1 2026, its #79 holding.
Wallace Advisory Group first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.