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B.O.S.S. Retirement Advisors’s Eaton ETN Stock Holding History

B.O.S.S. Retirement Advisors’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 		$236K Sell
555
-148
-21% -$59.7K 0.06% 139
2026
Q1 		$251K Buy
+703
New +$250K 0.08% 146
2024
Q4 		– Sell
-1,270
Closed -$421K – 219
2024
Q3 		$421K Buy
1,270
+197
+18% +$60.2K 0.08% 159
2024
Q2 		$336K Buy
1,073
+170
+19% +$54.9K 0.09% 144
2024
Q1 		$218K Sell
903
-71
-7% -$19.4K 0.08% 119
2023
Q4 		$235K Buy
+974
New +$215K 0.05% 225

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

B.O.S.S. Retirement Advisors's ETN Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Eaton (ETN) stake by 21% in Q2 2026, selling an estimated $59.7K and leaving 555 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #139.

B.O.S.S. Retirement Advisors first reported a position in ETN in Q4 2023 and has held it in 6 quarters since. The position peaked at $421K in Q3 2024. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 555 shares of Eaton worth $236K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 148 Eaton shares in Q2 2026, an estimated $59.7K.
  • Eaton made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #139 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Eaton in Q4 2023 and has held it in 6 quarters since.
  • B.O.S.S. Retirement Advisors's Eaton position peaked at $421K in Q3 2024.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.