AWM
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Accurate Wealth Management’s Eaton ETN Stock Holding History

Accurate 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 		$851K Buy
2,091
+40
+2% +$16.1K 0.08% 244
2026
Q1 		$826K Buy
2,051
+12
+0.6% +$4.27K 0.1% 225
2025
Q4 		$661K Sell
2,039
-75
-4% -$26.6K 0.08% 243
2025
Q3 		$792K Buy
2,114
+263
+14% +$95.7K 0.11% 205
2025
Q2 		$662K Buy
1,851
+575
+45% +$177K 0.1% 217
2025
Q1 		$355K Buy
1,276
+118
+10% +$36.7K 0.07% 252
2024
Q4 		$395K Buy
1,158
+137
+13% +$48.1K 0.08% 239
2024
Q3 		$345K Buy
1,021
+199
+24% +$60.8K 0.07% 266
2024
Q2 		$269K Buy
822
+91
+12% +$29.4K 0.06% 252
2024
Q1 		$222K Sell
731
-170
-19% -$46.5K 0.06% 266
2023
Q4 		$219K Sell
901
-166
-16% -$36.6K 0.07% 249
2023
Q3 		$226K Buy
+1,067
New +$230K 0.07% 238
2023
Q1 		– Sell
-788
Closed -$126K – 618
2022
Q4 		$126K Buy
+788
New +$121K 0.05% 273

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Accurate Wealth Management increased its Eaton (ETN) stake by 2% in Q2 2026, buying an estimated $16.1K and bringing the position to 2,091 shares worth $851K. The position accounts for 0.08% of the portfolio, ranked #244.

Accurate Wealth Management first reported a position in ETN in Q4 2022 and has held it in 13 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Accurate Wealth Management held 2,091 shares of Eaton worth $851K as of Q2 2026.
  • Accurate Wealth Management bought 40 Eaton shares in Q2 2026, an estimated $16.1K.
  • Eaton made up 0.08% of Accurate Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Accurate Wealth Management first reported a position in Eaton in Q4 2022 and has held it in 13 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.