AWE
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Avidian Wealth Enterprises’s Eaton ETN Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$3.43M Buy
7,979
+189
+2% +$78.9K 0.1% 140
2026
Q2 		$3.32M Buy
7,790
+1,305
+20% +$526K 0.09% 144
2026
Q1 		$2.32M Buy
6,485
+1,590
+32% +$566K 0.07% 175
2025
Q4 		$1.56M Sell
4,895
-74
-1% -$26.2K 0.06% 169
2025
Q3 		$1.86M Buy
4,969
+715
+17% +$260K 0.07% 149
2025
Q2 		$1.52M Buy
4,254
+95
+2% +$29.3K 0.06% 161
2025
Q1 		$1.13M Buy
4,159
+70
+2% +$21.8K 0.05% 179
2024
Q4 		$1.36M Buy
4,089
+103
+3% +$36.1K 0.06% 153
2024
Q3 		$1.32M Sell
3,986
-254
-6% -$77.6K 0.06% 149
2024
Q2 		$1.33M Sell
4,240
-849
-17% -$274K 0.06% 156
2024
Q1 		$1.59M Buy
5,089
+510
+11% +$139K 0.08% 125
2023
Q4 		$1.1M Buy
4,579
+321
+8% +$70.9K 0.07% 159
2023
Q3 		$908K Buy
4,258
+29
+0.7% +$6.25K 0.06% 173
2023
Q2 		$850K Sell
4,229
-1,381
-25% -$243K 0.06% 200
2023
Q1 		$961K Sell
5,610
-22
-0.4% -$3.66K 0.05% 207
2022
Q4 		$884K Buy
5,632
+2,103
+60% +$322K 0.06% 194
2022
Q3 		$471K Sell
3,529
-721
-17% -$101K 0.03% 245
2022
Q2 		$535K Buy
4,250
+134
+3% +$18.7K 0.04% 254
2022
Q1 		$625K Sell
4,116
-934
-18% -$146K 0.04% 262
2021
Q4 		$873K Buy
5,050
+2,194
+77% +$364K 0.05% 206
2021
Q3 		$426K Buy
2,856
+489
+21% +$78.2K 0.03% 239
2021
Q2 		$351K Buy
2,367
+547
+30% +$78.8K 0.03% 282
2021
Q1 		$252K Buy
+1,820
New +$235K 0.02% 310

Other funds holding ETN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Avidian Wealth Enterprises's ETN Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Eaton (ETN) stake by 2.4% in Q3 2026, buying an estimated $78.9K and bringing the position to 7,979 shares worth $3.43M. The position accounts for 0.1% of the portfolio, ranked #140.

Avidian Wealth Enterprises first reported a position in ETN in Q1 2021 and has held it in 23 quarters since. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Avidian Wealth Enterprises held 7,979 shares of Eaton worth $3.43M as of Q3 2026.
  • Avidian Wealth Enterprises bought 189 Eaton shares in Q3 2026, an estimated $78.9K.
  • Eaton made up 0.1% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #140 holding.
  • Avidian Wealth Enterprises first reported a position in Eaton in Q1 2021 and has held it in 23 quarters since.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.