Westside Investment Management’s Eaton ETN Stock Holding History

Westside Investment Management’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	$189K	Hold	526	–	–	0.03%	307
2025 Q4	$171K	Buy	526 +5	+1%	+$1.77K	0.03%	303
2025 Q3	$195K	Buy	521 +148	+40%	+$53.8K	0.03%	294
2025 Q2	$133K	Buy	373 +148	+66%	+$45.6K	0.02%	304
2025 Q1	$61.4K	Buy	225 +27	+14%	+$8.41K	0.01%	375
2024 Q4	$65.7K	Hold	198	–	–	0.01%	362
2024 Q3	$64.9K	Hold	198	–	–	0.01%	363
2024 Q2	$62.1K	Buy	198 +23	+13%	+$7.43K	0.01%	359
2024 Q1	$54.7K	Hold	175	–	–	0.01%	371
2023 Q4	$42.1K	Hold	175	–	–	0.01%	382
2023 Q3	$37.3K	Hold	175	–	–	0.01%	387
2023 Q2	$35.2K	Hold	175	–	–	0.01%	402
2023 Q1	$30K	Hold	175	–	–	0.01%	438
2022 Q4	$27	Hold	175	–	–	﹤0.01%	489
2022 Q3	$23	Buy	175 +75	+75%	+$10.5K	﹤0.01%	501
2022 Q2	$12	Hold	100	–	–	﹤0.01%	574
2022 Q1	$15	Buy	+100	New	+$15.7K	﹤0.01%	556
2018 Q4	–	Sell	-38	Closed	-$3.32K	–	733
2018 Q3	$3.32K	Hold	38	–	–	﹤0.01%	637
2018 Q2	$2.85K	Buy	38 +2	+6%	+$155	﹤0.01%	747
2018 Q1	$2.8K	Hold	36	–	–	﹤0.01%	740
2017 Q4	$2.95K	Sell	36 -4	-10%	-$311	﹤0.01%	749
2017 Q3	$3.11K	Hold	40	–	–	﹤0.01%	720
2017 Q2	$3.22K	Hold	40	–	–	﹤0.01%	711
2017 Q1	$2.99K	Hold	40	–	–	﹤0.01%	679
2016 Q4	$2.74K	Buy	+40	New	+$2.62K	﹤0.01%	571

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

Westside Investment Management's ETN Position: Q1 2026 in Review

Westside Investment Management held its Eaton (ETN) position steady in Q1 2026 at 526 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #307.

Westside Investment Management first reported a position in ETN in Q4 2016 and has held it in 25 quarters since. The position peaked at $195K in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Westside Investment Management held 526 shares of Eaton worth $189K as of Q1 2026.
Westside Investment Management left its Eaton share count unchanged in Q1 2026.
Eaton made up 0.03% of Westside Investment Management's portfolio in Q1 2026, its #307 holding.
Westside Investment Management first reported a position in Eaton in Q4 2016 and has held it in 25 quarters since.
Westside Investment Management's Eaton position peaked at $195K in Q3 2025.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.