AWM
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Aries Wealth Management’s Eaton ETN Stock Holding History

Aries 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 		$867K Hold
2,035
– – 0.17% 110
2026
Q1 		$728K Hold
2,035
– – 0.16% 113
2025
Q4 		$648K Buy
2,035
+10
+0.5% +$3.54K 0.14% 124
2025
Q3 		$758K Hold
2,025
– – 0.18% 109
2025
Q2 		$723K Hold
2,025
– – 0.19% 109
2025
Q1 		$550K Hold
2,025
– – 0.15% 129
2024
Q4 		$672K Hold
2,025
– – 0.19% 118
2024
Q3 		$671K Buy
2,025
+1,117
+123% +$341K 0.18% 113
2024
Q2 		$285K Buy
908
+15
+2% +$4.84K 0.09% 162
2024
Q1 		$279K Hold
893
– – 0.09% 172
2023
Q4 		$215K Sell
893
-400
-31% -$88.3K 0.08% 189
2023
Q3 		$274K Buy
+1,293
New +$279K 0.11% 161

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

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

Aries Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 2,035 shares worth $867K. The position accounts for 0.17% of the portfolio, ranked #110.

Aries Wealth Management first reported a position in ETN in Q3 2023 and has held it in 12 quarters since. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Aries Wealth Management held 2,035 shares of Eaton worth $867K as of Q2 2026.
  • Aries Wealth Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.17% of Aries Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Aries Wealth Management first reported a position in Eaton in Q3 2023 and has held it in 12 quarters since.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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