AWM
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Aviso Wealth Management’s Eaton ETN Stock Holding History

Aviso 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 		$1.48M Sell
3,470
-787
-18% -$317K 0.5% 43
2026
Q1 		$1.52M Sell
4,257
-1,307
-23% -$465K 0.69% 36
2025
Q4 		$1.77M Sell
5,564
-1,255
-18% -$445K 0.75% 34
2025
Q3 		$2.55M Sell
6,819
-222
-3% -$80.7K 1.11% 21
2025
Q2 		$2.51M Sell
7,041
-288
-4% -$88.7K 1.17% 21
2025
Q1 		$1.99M Buy
7,329
+642
+10% +$200K 1.06% 20
2024
Q4 		$2.22M Sell
6,687
-25
-0.4% -$8.77K 1.13% 17
2024
Q3 		$2.22M Buy
6,712
+5,927
+755% +$1.81M 1.21% 17
2024
Q2 		$246K Buy
785
+93
+13% +$30K 0.15% 130
2024
Q1 		$216K Buy
+692
New +$189K 0.14% 141

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aviso Wealth Management's ETN Position: Q2 2026 in Review

Aviso Wealth Management reduced its Eaton (ETN) stake by 18% in Q2 2026, selling an estimated $317K and leaving 3,470 shares worth $1.48M. The position accounts for 0.5% of the portfolio, ranked #43.

Aviso Wealth Management first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.55M in Q3 2025. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Aviso Wealth Management held 3,470 shares of Eaton worth $1.48M as of Q2 2026.
  • Aviso Wealth Management sold 787 Eaton shares in Q2 2026, an estimated $317K.
  • Eaton made up 0.5% of Aviso Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Aviso Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • Aviso Wealth Management's Eaton position peaked at $2.55M in Q3 2025.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.