ARS Wealth Advisors Group’s Eaton ETN Stock Holding History

ARS Wealth Advisors 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	$565K	Buy	1,327 +16	+1%	+$6.45K	0.04%	128
2026 Q1	$469K	Sell	1,311 -52	-4%	-$18.5K	0.04%	131
2025 Q4	$434K	Hold	1,363	–	–	0.04%	118
2025 Q3	$510K	Sell	1,363 -37	-3%	-$13.5K	0.05%	110
2025 Q2	$500K	Hold	1,400	–	–	0.06%	108
2025 Q1	$380K	Sell	1,400 -25	-2%	-$7.78K	0.05%	103
2024 Q4	$473K	Buy	1,425 +117	+9%	+$41.1K	0.06%	94
2024 Q3	$434K	Sell	1,308 -66	-5%	-$20.2K	0.05%	108
2024 Q2	$431K	Buy	+1,374	New	+$444K	0.06%	104

Other funds holding ETN

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ARS Wealth Advisors Group's ETN Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Eaton (ETN) stake by 1.2% in Q2 2026, buying an estimated $6.45K and bringing the position to 1,327 shares worth $565K. The position accounts for 0.04% of the portfolio, ranked #128.

ARS Wealth Advisors Group first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

ARS Wealth Advisors Group held 1,327 shares of Eaton worth $565K as of Q2 2026.
ARS Wealth Advisors Group bought 16 Eaton shares in Q2 2026, an estimated $6.45K.
Eaton made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #128 holding.
ARS Wealth Advisors Group first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.