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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Altus Wealth Group's ETN Position: Q2 2026 in Review

Altus Wealth Group increased its Eaton (ETN) stake by 7.5% in Q2 2026, buying an estimated $20.2K and bringing the position to 715 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #112.

Altus Wealth Group first reported a position in ETN in Q4 2020 and has held it in 6 quarters since. 958 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Altus Wealth Group held 715 shares of Eaton worth $305K as of Q2 2026.
  • Altus Wealth Group bought 50 Eaton shares in Q2 2026, an estimated $20.2K.
  • Eaton made up 0.11% of Altus Wealth Group's portfolio in Q2 2026, its #112 holding.
  • Altus Wealth Group first reported a position in Eaton in Q4 2020 and has held it in 6 quarters since.
  • 958 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.