Altus Wealth Group
ETN icon

Altus Wealth Group’s Eaton ETN Stock Holding History

Altus Wealth Group’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 		$284K Sell
660
-55
-8% -$23K 0.11% 105
2026
Q2 		$305K Buy
715
+50
+8% +$20.2K 0.11% 112
2026
Q1 		$238K Sell
665
-8
-1% -$2.85K 0.1% 126
2025
Q4 		$214K Buy
673
+42
+7% +$14.9K 0.09% 128
2025
Q3 		$236K Hold
631
– – 0.1% 126
2025
Q2 		$225K Buy
+631
New +$194K 0.1% 122
2021
Q1 		– Sell
-133
Closed -$16K – 368
2020
Q4 		$16K Buy
+133
New +$15K 0.02% 412

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Altus Wealth Group's ETN Position: Q3 2026 in Review

Altus Wealth Group reduced its Eaton (ETN) stake by 7.7% in Q3 2026, selling an estimated $23K and leaving 660 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #105.

Altus Wealth Group first reported a position in ETN in Q4 2020 and has held it in 7 quarters since. The position peaked at $305K in Q2 2026. 1,769 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Altus Wealth Group held 660 shares of Eaton worth $284K as of Q3 2026.
  • Altus Wealth Group sold 55 Eaton shares in Q3 2026, an estimated $23K.
  • Eaton made up 0.11% of Altus Wealth Group's portfolio in Q3 2026, its #105 holding.
  • Altus Wealth Group first reported a position in Eaton in Q4 2020 and has held it in 7 quarters since.
  • Altus Wealth Group's Eaton position peaked at $305K in Q2 2026.
  • 1,769 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.