1WA
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180 Wealth Advisors’s Eaton ETN Stock Holding History

180 Wealth 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
Q2 		$4.67M Sell
10,953
-306
-3% -$123K 0.47% 53
2026
Q1 		$4.03M Buy
11,259
+60
+0.5% +$21.4K 0.46% 53
2025
Q4 		$3.57M Sell
11,199
-536
-5% -$190K 0.41% 57
2025
Q3 		$4.39M Buy
11,735
+59
+0.5% +$21.5K 0.54% 39
2025
Q2 		$4.17M Buy
11,676
+388
+3% +$119K 0.58% 38
2025
Q1 		$3.07M Buy
11,288
+56
+0.5% +$17.4K 0.49% 49
2024
Q4 		$3.73M Sell
11,232
-39
-0.3% -$13.7K 0.58% 38
2024
Q3 		$3.74M Buy
11,271
+74
+0.7% +$22.6K 0.59% 39
2024
Q2 		$3.68M Sell
11,197
-513
-4% -$166K 0.6% 38
2024
Q1 		$3.66M Buy
11,710
+342
+3% +$93.5K 0.66% 37
2023
Q4 		$2.72M Buy
11,368
+7,061
+164% +$1.56M 0.54% 47
2023
Q3 		$919K Buy
4,307
+38
+0.9% +$8.19K 0.21% 111
2023
Q2 		$856K Sell
4,269
-116
-3% -$20.4K 0.19% 121
2023
Q1 		$751K Sell
4,385
-56
-1% -$9.32K 0.17% 135
2022
Q4 		$715K Buy
4,441
+224
+5% +$34.3K 0.17% 127
2022
Q3 		$562K Buy
4,217
+1,726
+69% +$242K 0.15% 128
2022
Q2 		$317K Sell
2,491
-313
-11% -$43.8K 0.08% 246
2022
Q1 		$409K Buy
2,804
+118
+4% +$18.5K 0.09% 213
2021
Q4 		$431K Buy
2,686
+65
+2% +$10.8K 0.1% 201
2021
Q3 		$423K Sell
2,621
-71
-3% -$11.3K 0.09% 214
2021
Q2 		$451K Sell
2,692
-7
-0.3% -$1.01K 0.1% 197
2021
Q1 		$387K Buy
2,699
+615
+30% +$79.3K 0.1% 208
2020
Q4 		$262K Buy
+2,084
New +$236K 0.08% 251

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

180 Wealth Advisors's ETN Position: Q2 2026 in Review

180 Wealth Advisors reduced its Eaton (ETN) stake by 2.7% in Q2 2026, selling an estimated $123K and leaving 10,953 shares worth $4.67M. The position accounts for 0.47% of the portfolio, ranked #53.

180 Wealth Advisors first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. 932 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • 180 Wealth Advisors held 10,953 shares of Eaton worth $4.67M as of Q2 2026.
  • 180 Wealth Advisors sold 306 Eaton shares in Q2 2026, an estimated $123K.
  • Eaton made up 0.47% of 180 Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • 180 Wealth Advisors first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
  • 932 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.