AWM
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Aprio Wealth Management’s Eaton ETN Stock Holding History

Aprio 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 		$1.21M Buy
2,845
+62
+2% +$25K 0.06% 200
2026
Q1 		$996K Buy
2,783
+223
+9% +$79.4K 0.05% 210
2025
Q4 		$815K Buy
2,560
+1,502
+142% +$532K 0.05% 231
2025
Q3 		$396K Buy
1,058
+64
+6% +$23.3K 0.04% 271
2025
Q2 		$355K Buy
+994
New +$306K 0.04% 247
2025
Q1 		– Sell
-721
Closed -$239K – 377
2024
Q4 		$239K Buy
721
+39
+6% +$13.7K 0.03% 262
2024
Q3 		$226K Sell
682
-20
-3% -$6.11K 0.04% 249
2024
Q2 		$220K Buy
702
+27
+4% +$8.72K 0.04% 229
2024
Q1 		$211K Buy
+675
New +$185K 0.04% 214

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Aprio Wealth Management's ETN Position: Q2 2026 in Review

Aprio Wealth Management increased its Eaton (ETN) stake by 2.2% in Q2 2026, buying an estimated $25K and bringing the position to 2,845 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #200.

Aprio Wealth Management first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 1,007 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Aprio Wealth Management held 2,845 shares of Eaton worth $1.21M as of Q2 2026.
  • Aprio Wealth Management bought 62 Eaton shares in Q2 2026, an estimated $25K.
  • Eaton made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Aprio Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 1,007 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.