AWM
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Abound Wealth Management’s Eaton ETN Stock Holding History

Abound Wealth 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
Q2 		$56.4K Sell
132
-41
-24% -$16.5K 0.01% 221
2026
Q1 		$62K Buy
173
+7
+4% +$2.49K 0.01% 212
2025
Q4 		$52.9K Buy
166
+2
+1% +$709 0.01% 218
2025
Q3 		$61.3K Sell
164
-1
-0.6% -$364 0.02% 189
2025
Q2 		$58.9K Buy
165
+19
+13% +$5.85K 0.02% 181
2025
Q1 		$39.7K Buy
146
+62
+74% +$19.3K 0.01% 211
2024
Q4 		$27.8K Buy
84
+1
+1% +$351 0.01% 236
2024
Q3 		$27.5K Buy
83
+10
+14% +$3.06K 0.01% 245
2024
Q2 		$22.9K Hold
73
– – 0.01% 234
2024
Q1 		$22.8K Sell
73
-10
-12% -$2.73K 0.01% 223
2023
Q4 		$20K Buy
83
+14
+20% +$3.09K 0.01% 260
2023
Q3 		$14.8K Buy
69
+15
+28% +$3.23K 0.01% 265
2023
Q2 		$10.9K Buy
54
+7
+15% +$1.23K ﹤0.01% 320
2023
Q1 		$8.08K Hold
47
– – ﹤0.01% 314
2022
Q4 		$7.4K Hold
47
– – ﹤0.01% 300
2022
Q3 		$6.28K Buy
+47
New +$6.58K ﹤0.01% 335

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Abound Wealth Management's ETN Position: Q2 2026 in Review

Abound Wealth Management reduced its Eaton (ETN) stake by 24% in Q2 2026, selling an estimated $16.5K and leaving 132 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #221.

Abound Wealth Management first reported a position in ETN in Q3 2022 and has held it in 16 quarters since. The position peaked at $62K in Q1 2026. 885 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Abound Wealth Management held 132 shares of Eaton worth $56.4K as of Q2 2026.
  • Abound Wealth Management sold 41 Eaton shares in Q2 2026, an estimated $16.5K.
  • Eaton made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Abound Wealth Management first reported a position in Eaton in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Eaton position peaked at $62K in Q1 2026.
  • 885 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.