AEPWM
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Atlantic Edge Private Wealth Management’s Eaton ETN Stock Holding History

Atlantic Edge Private 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 		$3.22M Buy
7,561
+160
+2% +$64.5K 0.66% 36
2026
Q1 		$2.65M Buy
7,401
+88
+1% +$31.3K 0.65% 37
2025
Q4 		$2.33M Buy
7,313
+5,377
+278% +$1.91M 0.58% 43
2025
Q3 		$725K Hold
1,936
– – 0.19% 82
2025
Q2 		$691K Sell
1,936
-85
-4% -$26.2K 0.19% 85
2025
Q1 		$549K Hold
2,021
– – 0.17% 90
2024
Q4 		$671K Sell
2,021
-55
-3% -$19.3K 0.21% 85
2024
Q3 		$688K Buy
2,076
+131
+7% +$40K 0.21% 84
2024
Q2 		$610K Buy
1,945
+25
+1% +$8.07K 0.2% 84
2024
Q1 		$600K Hold
1,920
– – 0.21% 86
2023
Q4 		$462K Buy
+1,920
New +$424K 0.19% 90

Other funds holding ETN

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

Atlantic Edge Private Wealth Management's ETN Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Eaton (ETN) stake by 2.2% in Q2 2026, buying an estimated $64.5K and bringing the position to 7,561 shares worth $3.22M. The position accounts for 0.66% of the portfolio, ranked #36.

Atlantic Edge Private Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 7,561 shares of Eaton worth $3.22M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 160 Eaton shares in Q2 2026, an estimated $64.5K.
  • Eaton made up 0.66% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.