BCS Wealth Management’s Eaton ETN Stock Holding History

BCS 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 Q3	$559K	Sell	1,301 -19	-1%	-$7.93K	0.1%	160
2026 Q2	$562K	Buy	1,320 +170	+15%	+$68.6K	0.1%	164
2026 Q1	$411K	Sell	1,150 -1,130	-50%	-$402K	0.08%	180
2025 Q4	$726K	Buy	2,280 +1,160	+104%	+$411K	0.07%	189
2025 Q3	$419K	Sell	1,120 -138	-11%	-$50.2K	0.09%	164
2025 Q2	$449K	Buy	1,258 +243	+24%	+$74.8K	0.1%	166
2025 Q1	$276K	Hold	1,015	–	–	0.07%	205
2024 Q4	$337K	Hold	1,015	–	–	0.08%	186
2024 Q3	$336K	Hold	1,015	–	–	0.14%	123
2024 Q2	$318K	Hold	1,015	–	–	0.15%	121
2024 Q1	$317K	Hold	1,015	–	–	0.1%	182
2023 Q4	$244K	Hold	1,015	–	–	0.09%	187
2023 Q3	$216K	Buy	+1,015	New	+$219K	0.09%	185

Other funds holding ETN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BCS Wealth Management's ETN Position: Q3 2026 in Review

BCS Wealth Management reduced its Eaton (ETN) stake by 1.4% in Q3 2026, selling an estimated $7.93K and leaving 1,301 shares worth $559K. The position accounts for 0.1% of the portfolio, ranked #160.

BCS Wealth Management first reported a position in ETN in Q3 2023 and has held it in 13 quarters since. The position peaked at $726K in Q4 2025. 1,752 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

BCS Wealth Management held 1,301 shares of Eaton worth $559K as of Q3 2026.
BCS Wealth Management sold 19 Eaton shares in Q3 2026, an estimated $7.93K.
Eaton made up 0.1% of BCS Wealth Management's portfolio in Q3 2026, its #160 holding.
BCS Wealth Management first reported a position in Eaton in Q3 2023 and has held it in 13 quarters since.
BCS Wealth Management's Eaton position peaked at $726K in Q4 2025.
1,752 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.