WA
ETN icon

Wealth Alliance’s Eaton ETN Stock Holding History

Wealth Alliance’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 		$2.68M Buy
7,487
+315
+4% +$112K 0.26% 81
2025
Q4 		$2.28M Sell
7,172
-279
-4% -$98.9K 0.22% 80
2025
Q3 		$2.79M Sell
7,451
-134
-2% -$48.7K 0.29% 69
2025
Q2 		$2.71M Buy
7,585
+128
+2% +$39.4K 0.3% 67
2025
Q1 		$2.03M Buy
7,457
+180
+2% +$56K 0.25% 83
2024
Q4 		$2.41M Sell
7,277
-250
-3% -$87.7K 0.29% 73
2024
Q3 		$2.49M Buy
7,527
+514
+7% +$157K 0.3% 62
2024
Q2 		$2.2M Sell
7,013
-813
-10% -$262K 0.28% 64
2024
Q1 		$2.45M Sell
7,826
-1,298
-14% -$355K 0.32% 58
2023
Q4 		$2.2M Buy
9,124
+159
+2% +$35.1K 0.31% 59
2023
Q3 		$1.91M Sell
8,965
-646
-7% -$139K 0.3% 65
2023
Q2 		$1.93M Sell
9,611
-868
-8% -$153K 0.29% 63
2023
Q1 		$1.8M Buy
10,479
+46
+0.4% +$7.66K 0.29% 70
2022
Q4 		$1.64M Buy
10,433
+1,704
+20% +$261K 0.29% 70
2022
Q3 		$1.16M Buy
8,729
+2,292
+36% +$321K 0.23% 96
2022
Q2 		$811K Sell
6,437
-1,897
-23% -$265K 0.16% 150
2022
Q1 		$1.26M Buy
8,334
+3,675
+79% +$575K 0.26% 86
2021
Q4 		$806K Buy
4,659
+258
+6% +$42.8K 0.16% 147
2021
Q3 		$657K Buy
4,401
+1,274
+41% +$204K 0.15% 157
2021
Q2 		$463K Buy
3,127
+297
+10% +$42.8K 0.11% 213
2021
Q1 		$391K Sell
2,830
-2,189
-44% -$282K 0.11% 222
2020
Q4 		$603K Buy
5,019
+213
+4% +$24.1K 0.18% 141
2020
Q3 		$490K Buy
4,806
+2,250
+88% +$220K 0.18% 145
2020
Q2 		$224K Buy
+2,556
New +$210K 0.09% 267

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

Wealth Alliance's ETN Position: Q1 2026 in Review

Wealth Alliance increased its Eaton (ETN) stake by 4.4% in Q1 2026, buying an estimated $112K and bringing the position to 7,487 shares worth $2.68M. The position accounts for 0.26% of the portfolio, ranked #81.

Wealth Alliance first reported a position in ETN in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.79M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Wealth Alliance held 7,487 shares of Eaton worth $2.68M as of Q1 2026.
  • Wealth Alliance bought 315 Eaton shares in Q1 2026, an estimated $112K.
  • Eaton made up 0.26% of Wealth Alliance's portfolio in Q1 2026, its #81 holding.
  • Wealth Alliance first reported a position in Eaton in Q2 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Eaton position peaked at $2.79M in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.