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A4 Wealth Advisors’s Eaton ETN Stock Holding History

A4 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 		$338K Buy
793
+200
+34% +$80.7K 0.22% 63
2026
Q1 		$212K Sell
593
-450
-43% -$160K 0.17% 94
2025
Q4 		$332K Sell
1,043
-556
-35% -$197K 0.29% 72
2025
Q3 		$598K Buy
+1,599
New +$582K 0.5% 56

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

A4 Wealth Advisors's ETN Position: Q2 2026 in Review

A4 Wealth Advisors increased its Eaton (ETN) stake by 34% in Q2 2026, buying an estimated $80.7K and bringing the position to 793 shares worth $338K. The position accounts for 0.22% of the portfolio, ranked #63.

A4 Wealth Advisors first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. The position peaked at $598K in Q3 2025. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • A4 Wealth Advisors held 793 shares of Eaton worth $338K as of Q2 2026.
  • A4 Wealth Advisors bought 200 Eaton shares in Q2 2026, an estimated $80.7K.
  • Eaton made up 0.22% of A4 Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • A4 Wealth Advisors first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Eaton position peaked at $598K in Q3 2025.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.