Wealth Management Associates’s Eaton ETN Stock Holding History

Wealth Management Associates’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	$619K	Buy	1,730 +176	+11%	+$62.6K	0.21%	93
2025 Q4	$495K	Sell	1,554 -232	-13%	-$82.2K	0.17%	109
2025 Q3	$668K	Buy	1,786 +1	+0.1%	+$364	0.24%	80
2025 Q2	$637K	Buy	1,785 +1	+0.1%	+$308	0.25%	83
2025 Q1	$485K	Buy	1,784 +245	+16%	+$76.3K	0.21%	95
2024 Q4	$511K	Buy	1,539 +1	+0.1%	+$351	0.22%	89
2024 Q3	$510K	Buy	1,538 +1	+0.1%	+$306	0.22%	89
2024 Q2	$482K	Hold	1,537	–	–	0.23%	87
2024 Q1	$482K	Sell	1,537 -1,034	-40%	-$283K	0.23%	87
2023 Q4	$619K	Buy	2,571 +1,391	+118%	+$307K	0.33%	69
2023 Q3	$252K	Buy	1,180 +40	+4%	+$8.62K	0.15%	148
2023 Q2	$229K	Buy	+1,140	New	+$201K	0.13%	166

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

Wealth Management Associates's ETN Position: Q1 2026 in Review

Wealth Management Associates increased its Eaton (ETN) stake by 11% in Q1 2026, buying an estimated $62.6K and bringing the position to 1,730 shares worth $619K. The position accounts for 0.21% of the portfolio, ranked #93.

Wealth Management Associates first reported a position in ETN in Q2 2023 and has held it in 12 quarters since. The position peaked at $668K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Wealth Management Associates held 1,730 shares of Eaton worth $619K as of Q1 2026.
Wealth Management Associates bought 176 Eaton shares in Q1 2026, an estimated $62.6K.
Eaton made up 0.21% of Wealth Management Associates's portfolio in Q1 2026, its #93 holding.
Wealth Management Associates first reported a position in Eaton in Q2 2023 and has held it in 12 quarters since.
Wealth Management Associates's Eaton position peaked at $668K in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.