Wealthspire Advisors (New York)’s Eaton ETN Stock Holding History

Wealthspire Advisors (New York)’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	$3.67M	Sell	10,255 -732	-7%	-$260K	0.03%	197
2025 Q4	$3.5M	Buy	10,987 +1,893	+21%	+$671K	0.03%	205
2025 Q3	$3.4M	Sell	9,094 -25	-0.3%	-$9.09K	0.02%	201
2025 Q2	$3.26M	Buy	9,119 +1,761	+24%	+$542K	0.02%	209
2025 Q1	$2M	Sell	7,358 -1,366	-16%	-$425K	0.01%	276
2024 Q4	$2.9M	Buy	8,724 +261	+3%	+$91.6K	0.03%	195
2024 Q3	$2.8M	Sell	8,463 -81	-0.9%	-$24.7K	0.03%	203
2024 Q2	$2.68M	Sell	8,544 -377	-4%	-$122K	0.03%	165
2024 Q1	$2.79M	Sell	8,921 -474	-5%	-$130K	0.04%	156
2023 Q4	$2.26M	Sell	9,395 -254	-3%	-$56.1K	0.03%	176
2023 Q3	$2.06M	Buy	9,649 +2,618	+37%	+$564K	0.03%	167
2023 Q2	$1.41M	Sell	7,031 -36	-0.5%	-$6.33K	0.02%	199
2023 Q1	$1.21M	Sell	7,067 -2,000	-22%	-$333K	0.02%	217
2022 Q4	$1.42M	Buy	9,067 +2,046	+29%	+$314K	0.03%	197
2022 Q3	$936K	Buy	7,021 +30	+0.4%	+$4.2K	0.02%	237
2022 Q2	$881K	Buy	6,991 +485	+7%	+$67.8K	0.02%	226
2022 Q1	$987K	Sell	6,506 -2,605	-29%	-$408K	0.02%	197
2021 Q4	$1.57M	Sell	9,111 -1,630	-15%	-$270K	0.03%	171
2021 Q3	$1.6M	Buy	10,741 +2,857	+36%	+$457K	0.03%	188
2021 Q2	$1.17M	Sell	7,884 -7,207	-48%	-$1.04M	0.03%	148
2021 Q1	$2.09M	Buy	15,091 +2,925	+24%	+$377K	0.05%	171
2020 Q4	$1.46M	Buy	12,166 +7,976	+190%	+$901K	0.04%	165
2020 Q3	$428K	Sell	4,190 -1,872	-31%	-$183K	0.03%	193
2020 Q2	$530K	Sell	6,062 -9,477	-61%	-$780K	0.04%	148
2020 Q1	$1.21M	Buy	15,539 +10,610	+215%	+$973K	0.05%	172
2019 Q4	$467K	Buy	4,929 +368	+8%	+$32.7K	0.03%	108
2019 Q3	$379K	Buy	4,561 +1,652	+57%	+$134K	0.03%	102
2019 Q2	$242K	Buy	+2,909	New	+$235K	0.02%	86
2019 Q1	–	Sell	-791	Closed	-$54K	–	286
2018 Q4	$54K	Buy	+791	New	+$59.2K	0.01%	175

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

Wealthspire Advisors (New York)'s ETN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Eaton (ETN) stake by 6.7% in Q1 2026, selling an estimated $260K and leaving 10,255 shares worth $3.67M. The position accounts for 0.03% of the portfolio, ranked #197.

Wealthspire Advisors (New York) first reported a position in ETN in Q4 2018 and has held it in 29 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Wealthspire Advisors (New York) held 10,255 shares of Eaton worth $3.67M as of Q1 2026.
Wealthspire Advisors (New York) sold 732 Eaton shares in Q1 2026, an estimated $260K.
Eaton made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #197 holding.
Wealthspire Advisors (New York) first reported a position in Eaton in Q4 2018 and has held it in 29 quarters since.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.