Advocacy Wealth Management Services’s Eaton ETN Stock Holding History

Advocacy Wealth Management Services’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	$10.4M	Buy	+24,315	New	+$9.81M	0.38%	51
2022 Q2	–	Sell	-13	Closed	-$2K	–	155
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	145
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	145
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	143
2021 Q2	$2K	Buy	+13	New	+$1.87K	﹤0.01%	161
2016 Q2	–	Sell	-500	Closed	-$31K	–	415
2016 Q1	$31K	Hold	500	–	–	0.02%	231
2015 Q4	$26K	Buy	+500	New	+$27.1K	0.03%	239
2013 Q3	$34K	Hold	500	–	–	0.09%	130
2013 Q2	$33K	Buy	+500	New	+$31.5K	0.13%	104

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advocacy Wealth Management Services's ETN Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in Eaton (ETN) in Q2 2026: 24,315 shares worth $10.4M. The stake represents 0.38% of the portfolio and ranks #51 among its holdings. This is a return to the name: Advocacy Wealth Management Services previously reported a position in ETN as recently as Q1 2022.

Advocacy Wealth Management Services first reported a position in ETN in Q2 2013 and has held it in 9 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Advocacy Wealth Management Services held 24,315 shares of Eaton worth $10.4M as of Q2 2026.
Eaton was a new Advocacy Wealth Management Services position in Q2 2026.
Eaton made up 0.38% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #51 holding.
Advocacy Wealth Management Services first reported a position in Eaton in Q2 2013 and has held it in 9 quarters since.
2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.