Winch Advisory Services’s Eaton ETN Stock Holding History

Winch Advisory Services’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	$76.8K	Buy	215 +1	+0.5%	+$356	0.02%	145
2025 Q4	$68.2K	Buy	214 +1	+0.5%	+$354	0.02%	152
2025 Q3	$79.9K	Hold	213	–	–	0.02%	142
2025 Q2	$76K	Buy	213 +1	+0.5%	+$308	0.02%	140
2025 Q1	$57.7K	Buy	212 +1	+0.5%	+$311	0.02%	147
2024 Q4	$70.2K	Hold	211	–	–	0.02%	136
2024 Q3	$69.9K	Buy	211 +1	+0.5%	+$306	0.02%	132
2024 Q2	$65.9K	Buy	210 +1	+0.5%	+$323	0.02%	128
2024 Q1	$65.3K	Hold	209	–	–	0.02%	128
2023 Q4	$50.3K	Buy	209 +1	+0.5%	+$221	0.02%	145
2023 Q3	$44K	Buy	208 +1	+0.5%	+$216	0.02%	146
2023 Q2	$42K	Buy	207 +1	+0.5%	+$176	0.02%	139
2023 Q1	$35K	Buy	206 +1	+0.5%	+$166	0.01%	144
2022 Q4	$32K	Buy	205 +1	+0.5%	+$153	0.01%	147
2022 Q3	$27K	Buy	204 +1	+0.5%	+$140	0.01%	146
2022 Q2	$26K	Buy	203 +2	+1%	+$280	0.01%	154
2022 Q1	$31K	Hold	201	–	–	0.01%	165
2021 Q4	$35K	Buy	201 +1	+0.5%	+$166	0.01%	155
2021 Q3	$30K	Buy	200 +1	+0.5%	+$160	0.01%	172
2021 Q2	$30K	Buy	199 +1	+0.5%	+$144	0.01%	160
2021 Q1	$27K	Buy	198 +1	+0.5%	+$129	0.01%	159
2020 Q4	$24K	Buy	197 +1	+0.5%	+$113	0.01%	145
2020 Q3	$20K	Buy	196 +1	+0.5%	+$98	0.01%	142
2020 Q2	$17K	Buy	195 +2	+1%	+$165	0.01%	152
2020 Q1	$15K	Buy	193 +2	+1%	+$183	0.01%	145
2019 Q4	$18K	Buy	191 +1	+0.5%	+$89	0.01%	166
2019 Q3	$16K	Buy	190 +2	+1%	+$162	0.01%	160
2019 Q2	$16K	Buy	188 +150	+395%	+$12.1K	0.01%	168
2019 Q1	$3K	Buy	+38	New	+$2.9K	﹤0.01%	283

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

Winch Advisory Services's ETN Position: Q1 2026 in Review

Winch Advisory Services increased its Eaton (ETN) stake by 0.47% in Q1 2026, buying an estimated $356 and bringing the position to 215 shares worth $76.8K. The position accounts for 0.02% of the portfolio, ranked #145.

Winch Advisory Services first reported a position in ETN in Q1 2019 and has held it in 29 quarters since. The position peaked at $79.9K in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Winch Advisory Services held 215 shares of Eaton worth $76.8K as of Q1 2026.
Winch Advisory Services bought 1 Eaton share in Q1 2026, an estimated $356.
Eaton made up 0.02% of Winch Advisory Services's portfolio in Q1 2026, its #145 holding.
Winch Advisory Services first reported a position in Eaton in Q1 2019 and has held it in 29 quarters since.
Winch Advisory Services's Eaton position peaked at $79.9K in Q3 2025.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.