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AMJ Financial Wealth Management’s Eaton ETN Stock Holding History

AMJ Financial 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 		$4.86M Hold
13,583
– – 1.15% 34
2026
Q1 		$4.86M Buy
13,583
+11,948
+731% +$4.25M 1.15% 34
2025
Q4 		$521K Sell
1,635
-107
-6% -$37.9K 0.12% 71
2025
Q3 		$652K Sell
1,742
-183
-10% -$66.6K 0.16% 62
2025
Q2 		$687K Sell
1,925
-22,642
-92% -$6.97M 0.17% 59
2025
Q1 		$6.68M Sell
24,567
-8,409
-26% -$2.62M 1.97% 24
2024
Q4 		$10.9M Sell
32,976
-486
-1% -$171K 3.03% 7
2024
Q3 		$11.1M Buy
33,462
+1,395
+4% +$426K 3.18% 5
2024
Q2 		$10.1M Buy
32,067
+346
+1% +$112K 3.12% 9
2024
Q1 		$9.92M Buy
31,721
+2,068
+7% +$565K 3.31% 5
2023
Q4 		$7.14M Sell
29,653
-590
-2% -$130K 3.01% 11
2023
Q3 		$6.45M Sell
30,243
-196
-0.6% -$42.3K 2.97% 15
2023
Q2 		$6.12M Buy
+30,439
New +$5.35M 2.69% 18

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

AMJ Financial Wealth Management's ETN Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 13,583 shares worth $4.86M. The position accounts for 1.15% of the portfolio, ranked #34.

AMJ Financial Wealth Management first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q3 2024. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • AMJ Financial Wealth Management held 13,583 shares of Eaton worth $4.86M as of Q2 2026.
  • AMJ Financial Wealth Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 1.15% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #34 holding.
  • AMJ Financial Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • AMJ Financial Wealth Management's Eaton position peaked at $11.1M in Q3 2024.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.