AWM
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Accel Wealth Management’s Eaton ETN Stock Holding History

Accel 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 		$452K Sell
1,062
-78
-7% -$31.5K 0.1% 170
2026
Q1 		$408K Sell
1,140
-19
-2% -$6.76K 0.11% 175
2025
Q4 		$369K Hold
1,159
– – 0.1% 184
2025
Q3 		$434K Sell
1,159
-182
-14% -$66.2K 0.13% 164
2025
Q2 		$479K Sell
1,341
-45
-3% -$13.9K 0.16% 141
2025
Q1 		$377K Sell
1,386
-10
-0.7% -$3.11K 0.14% 154
2024
Q4 		$463K Buy
1,396
+1
+0.1% +$351 0.18% 134
2024
Q3 		$462K Buy
1,395
+31
+2% +$9.47K 0.17% 136
2024
Q2 		$428K Hold
1,364
– – 0.17% 126
2024
Q1 		$426K Buy
1,364
+499
+58% +$136K 0.18% 123
2023
Q4 		$208K Buy
+865
New +$191K 0.1% 180
2023
Q2 		– Sell
-725
Closed -$124K – 384
2023
Q1 		$124K Buy
725
+2
+0.3% +$333 0.05% 287
2022
Q4 		$114K Buy
723
+1
+0.1% +$153 0.05% 225
2022
Q3 		$104K Buy
722
+2
+0.3% +$280 0.06% 239
2022
Q2 		$93K Buy
720
+2
+0.3% +$280 0.05% 247
2022
Q1 		$109K Buy
718
+2
+0.3% +$313 0.06% 245
2021
Q4 		$124K Buy
716
+1
+0.1% +$166 0.06% 231
2021
Q3 		$107K Buy
715
+2
+0.3% +$320 0.07% 215
2021
Q2 		$106K Buy
713
+2
+0.3% +$288 0.07% 227
2021
Q1 		$98K Buy
711
+2
+0.3% +$258 0.08% 218
2020
Q4 		$85K Buy
+709
New +$80.1K 0.08% 219

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

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

Accel Wealth Management reduced its Eaton (ETN) stake by 6.8% in Q2 2026, selling an estimated $31.5K and leaving 1,062 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #170.

Accel Wealth Management first reported a position in ETN in Q4 2020 and has held it in 21 quarters since. The position peaked at $479K in Q2 2025. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Accel Wealth Management held 1,062 shares of Eaton worth $452K as of Q2 2026.
  • Accel Wealth Management sold 78 Eaton shares in Q2 2026, an estimated $31.5K.
  • Eaton made up 0.1% of Accel Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Accel Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's Eaton position peaked at $479K in Q2 2025.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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