BRWA
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B. Riley Wealth Advisors’s Eaton ETN Stock Holding History

B. Riley Wealth 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 		$9.13M Buy
22,373
+186
+0.8% +$75K 0.49% 41
2026
Q1 		$7.62M Sell
22,187
-8,399
-27% -$2.99M 0.48% 41
2025
Q4 		$9.74M Buy
30,586
+225
+0.7% +$79.7K 0.45% 38
2025
Q3 		$11.4M Sell
30,361
-6,959
-19% -$2.53M 0.53% 31
2025
Q2 		$13.3M Buy
+37,320
New +$11.5M 0.63% 28
2024
Q4 		$15.5M Buy
46,809
+5,703
+14% +$2M 0.51% 29
2024
Q3 		$13.5M Buy
41,106
+13,497
+49% +$4.12M 0.38% 49
2024
Q2 		$8.66M Buy
27,609
+5,676
+26% +$1.83M 0.22% 92
2024
Q1 		$4.68M Sell
21,933
-1,057
-5% -$289K 0.13% 166
2023
Q4 		$5.54M Buy
22,990
+1,057
+5% +$233K 0.15% 156
2023
Q3 		$4.68M Buy
21,933
+1,142
+5% +$246K 0.13% 166
2023
Q2 		$4.18M Buy
20,791
+50
+0.2% +$8.79K 0.09% 219
2023
Q1 		$3.55M Buy
20,741
+1,331
+7% +$222K 0.09% 218
2022
Q4 		$3.05M Sell
19,410
-908
-4% -$139K 0.09% 241
2022
Q3 		$2.71M Buy
20,318
+12,999
+178% +$1.82M 0.08% 241
2022
Q2 		$926K Sell
7,319
-628
-8% -$87.8K 0.04% 442
2022
Q1 		$1.21M Sell
7,947
-3,077
-28% -$482K 0.04% 426
2021
Q4 		$1.91M Buy
11,024
+299
+3% +$49.6K 0.05% 367
2021
Q3 		$1.6M Sell
10,725
-1,444
-12% -$231K 0.05% 395
2021
Q2 		$1.8M Buy
12,169
+4,291
+54% +$618K 0.06% 362
2021
Q1 		$1.08M Buy
7,878
+1,030
+15% +$133K 0.04% 457
2020
Q4 		$824K Sell
6,848
-250
-4% -$28.3K 0.04% 387
2020
Q3 		$709K Buy
7,098
+1,803
+34% +$176K 0.04% 409
2020
Q2 		$465K Buy
5,295
+99
+2% +$8.15K 0.03% 486
2020
Q1 		$405K Buy
5,196
+2,721
+110% +$249K 0.03% 450
2019
Q4 		$236K Sell
2,475
-4,793
-66% -$426K 0.02% 701
2019
Q3 		$606K Buy
7,268
+301
+4% +$24.4K 0.06% 338
2019
Q2 		$581K Buy
6,967
+3,052
+78% +$247K 0.06% 321
2019
Q1 		$316K Buy
+3,915
New +$299K 0.04% 474
2018
Q4 		– Sell
-2,618
Closed -$228K – 684
2018
Q3 		$228K Sell
2,618
-571
-18% -$46.7K 0.03% 600
2018
Q2 		$240K Buy
3,189
+353
+12% +$27.3K 0.03% 551
2018
Q1 		$228K Sell
2,836
-162
-5% -$13.3K 0.03% 545
2017
Q4 		$238K Sell
2,998
-126
-4% -$9.79K 0.03% 527
2017
Q3 		$241K Sell
3,124
-1,237
-28% -$93.4K 0.04% 439
2017
Q2 		$341K Buy
4,361
+650
+18% +$49.5K 0.06% 329
2017
Q1 		$277K Buy
3,711
+216
+6% +$15.3K 0.06% 367
2016
Q4 		$236K Sell
3,495
-159
-4% -$10.4K 0.05% 405
2016
Q3 		$241K Sell
3,654
-17
-0.5% -$1.1K 0.05% 475
2016
Q2 		$220K Buy
3,671
+2
+0.1% +$123 0.04% 509
2016
Q1 		$230K Sell
3,669
-380
-9% -$21K 0.05% 426
2015
Q4 		$213K Buy
+4,049
New +$219K 0.04% 471
2015
Q1 		– Sell
-1,023
Closed -$70 – 997
2014
Q4 		$70 Buy
+1,023
New +$67.4K ﹤0.01% 1920
2014
Q3 		– Sell
-2,025
Closed -$156K – 1017
2014
Q2 		$156K Buy
2,025
+330
+19% +$24.5K 0.04% 539
2014
Q1 		$127K Buy
+1,695
New +$125K 0.04% 544

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

B. Riley Wealth Advisors's ETN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Eaton (ETN) stake by 0.84% in Q2 2026, buying an estimated $75K and bringing the position to 22,373 shares worth $9.13M. The position accounts for 0.49% of the portfolio, ranked #41.

B. Riley Wealth Advisors first reported a position in ETN in Q1 2014 and has held it in 44 quarters since. The position peaked at $15.5M in Q4 2024. 935 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • B. Riley Wealth Advisors held 22,373 shares of Eaton worth $9.13M as of Q2 2026.
  • B. Riley Wealth Advisors bought 186 Eaton shares in Q2 2026, an estimated $75K.
  • Eaton made up 0.49% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • B. Riley Wealth Advisors first reported a position in Eaton in Q1 2014 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Eaton position peaked at $15.5M in Q4 2024.
  • 935 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.