Avantra Family Wealth’s Eaton ETN Stock Holding History

Avantra Family Wealth’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	$464K	Buy	+1,089	New	+$439K	0.3%	104

Other funds holding ETN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Avantra Family Wealth's ETN Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Eaton (ETN) in Q2 2026: 1,089 shares worth $464K. The stake represents 0.3% of the portfolio and ranks #104 among its holdings.

1,258 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Avantra Family Wealth held 1,089 shares of Eaton worth $464K as of Q2 2026.
Eaton was a new Avantra Family Wealth position in Q2 2026.
Eaton made up 0.3% of Avantra Family Wealth's portfolio in Q2 2026, its #104 holding.
1,258 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.