Arbor Wealth Advisors
ETN icon

Arbor Wealth Advisors’s Eaton ETN Stock Holding History

Arbor 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
Q3 		$587K Hold
1,366
– – 0.37% 34
2026
Q2 		$582K Hold
1,366
– – 0.36% 35
2026
Q1 		$489K Hold
1,366
– – 0.34% 38
2025
Q4 		$435K Hold
1,366
– – 0.31% 43
2025
Q3 		$511K Hold
1,366
– – 0.38% 37
2025
Q2 		$488K Sell
1,366
-15
-1% -$4.62K 0.4% 35
2025
Q1 		$375K Buy
1,381
+15
+1% +$4.67K 0.33% 38
2024
Q4 		$453K Buy
1,366
+110
+9% +$38.6K 0.4% 37
2024
Q3 		$416K Hold
1,256
– – 0.38% 34
2024
Q2 		$394K Hold
1,256
– – 0.39% 35
2024
Q1 		$393K Hold
1,256
– – 0.37% 36
2023
Q4 		$302K Buy
+1,256
New +$277K 0.31% 38

Other funds holding ETN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Arbor Wealth Advisors's ETN Position: Q3 2026 in Review

Arbor Wealth Advisors held its Eaton (ETN) position steady in Q3 2026 at 1,366 shares worth $587K. The position accounts for 0.37% of the portfolio, ranked #34.

Arbor Wealth Advisors first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. 2,429 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Arbor Wealth Advisors held 1,366 shares of Eaton worth $587K as of Q3 2026.
  • Arbor Wealth Advisors left its Eaton share count unchanged in Q3 2026.
  • Eaton made up 0.37% of Arbor Wealth Advisors's portfolio in Q3 2026, its #34 holding.
  • Arbor Wealth Advisors first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
  • 2,429 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.