Accel Wealth Management
ETN icon

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
Q3 		$449K Sell
1,045
-17
-2% -$7.1K 0.1% 171
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Accel Wealth Management's ETN Position: Q3 2026 in Review

Accel Wealth Management reduced its Eaton (ETN) stake by 1.6% in Q3 2026, selling an estimated $7.1K and leaving 1,045 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #171.

Accel Wealth Management first reported a position in ETN in Q4 2020 and has held it in 22 quarters since. The position peaked at $479K in Q2 2025. 1,125 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Accel Wealth Management held 1,045 shares of Eaton worth $449K as of Q3 2026.
  • Accel Wealth Management sold 17 Eaton shares in Q3 2026, an estimated $7.1K.
  • Eaton made up 0.1% of Accel Wealth Management's portfolio in Q3 2026, its #171 holding.
  • Accel Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 22 quarters since.
  • Accel Wealth Management's Eaton position peaked at $479K in Q2 2025.
  • 1,125 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.