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Wealth Preservation Advisors’s Eaton ETN Stock Holding History

Wealth Preservation 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 		$44K Sell
123
-314
-72% -$112K 0.04% 184
2025
Q4 		$139K Hold
437
– – 0.07% 114
2025
Q3 		$164K Sell
437
-7
-2% -$2.55K 0.1% 94
2025
Q2 		$159K Buy
444
+7
+2% +$2.16K 0.1% 100
2025
Q1 		$119K Buy
+437
New +$136K 0.08% 113

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 Preservation Advisors's ETN Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Eaton (ETN) stake by 72% in Q1 2026, selling an estimated $112K and leaving 123 shares worth $44K. The position accounts for 0.04% of the portfolio, ranked #184.

Wealth Preservation Advisors first reported a position in ETN in Q1 2025 and has held it in 5 quarters since. The position peaked at $164K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Wealth Preservation Advisors held 123 shares of Eaton worth $44K as of Q1 2026.
  • Wealth Preservation Advisors sold 314 Eaton shares in Q1 2026, an estimated $112K.
  • Eaton made up 0.04% of Wealth Preservation Advisors's portfolio in Q1 2026, its #184 holding.
  • Wealth Preservation Advisors first reported a position in Eaton in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Eaton position peaked at $164K in Q3 2025.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.