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AGH Wealth Advisors’s Eaton ETN Stock Holding History

AGH Wealth Advisors’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 		$672K Buy
1,576
+1
+0.1% +$403 0.42% 51
2026
Q1 		$563K Buy
1,575
+129
+9% +$45.9K 0.41% 51
2025
Q4 		$461K Sell
1,446
-102
-7% -$36.1K 0.35% 55
2025
Q3 		$579K Sell
1,548
-25
-2% -$9.09K 0.42% 46
2025
Q2 		$562K Buy
1,573
+56
+4% +$17.2K 0.46% 39
2025
Q1 		$412K Buy
1,517
+38
+3% +$11.8K 0.4% 59
2024
Q4 		$491K Buy
+1,479
New +$519K 0.45% 51

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AGH Wealth Advisors's ETN Position: Q2 2026 in Review

AGH Wealth Advisors increased its Eaton (ETN) stake by 0.06% in Q2 2026, buying an estimated $403 and bringing the position to 1,576 shares worth $672K. The position accounts for 0.42% of the portfolio, ranked #51.

AGH Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • AGH Wealth Advisors held 1,576 shares of Eaton worth $672K as of Q2 2026.
  • AGH Wealth Advisors bought 1 Eaton share in Q2 2026, an estimated $403.
  • Eaton made up 0.42% of AGH Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • AGH Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.