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Aventura Private Wealth’s Eaton ETN Stock Holding History

Aventura Private 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 		$1.87M Buy
4,392
+332
+8% +$134K 0.57% 38
2026
Q1 		$1.45M Sell
4,060
-144
-3% -$51.2K 0.53% 36
2025
Q4 		$1.34M Sell
4,204
-143
-3% -$50.7K 0.48% 38
2025
Q3 		$1.63M Buy
4,347
+24
+0.6% +$8.73K 0.6% 32
2025
Q2 		$1.54M Sell
4,323
-122
-3% -$37.6K 0.67% 30
2025
Q1 		$1.21M Buy
4,445
+197
+5% +$61.3K 0.63% 33
2024
Q4 		$1.41M Buy
+4,248
New +$1.49M 0.76% 25

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Aventura Private Wealth's ETN Position: Q2 2026 in Review

Aventura Private Wealth increased its Eaton (ETN) stake by 8.2% in Q2 2026, buying an estimated $134K and bringing the position to 4,392 shares worth $1.87M. The position accounts for 0.57% of the portfolio, ranked #38.

Aventura Private Wealth first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 970 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Aventura Private Wealth held 4,392 shares of Eaton worth $1.87M as of Q2 2026.
  • Aventura Private Wealth bought 332 Eaton shares in Q2 2026, an estimated $134K.
  • Eaton made up 0.57% of Aventura Private Wealth's portfolio in Q2 2026, its #38 holding.
  • Aventura Private Wealth first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 970 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.