BWM
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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
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

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

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

BCS Wealth Management increased its Eaton (ETN) stake by 15% in Q2 2026, buying an estimated $68.6K and bringing the position to 1,320 shares worth $562K. The position accounts for 0.1% of the portfolio, ranked #164.

BCS Wealth Management first reported a position in ETN in Q3 2023 and has held it in 12 quarters since. The position peaked at $726K in Q4 2025. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • BCS Wealth Management held 1,320 shares of Eaton worth $562K as of Q2 2026.
  • BCS Wealth Management bought 170 Eaton shares in Q2 2026, an estimated $68.6K.
  • Eaton made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #164 holding.
  • BCS Wealth Management first reported a position in Eaton in Q3 2023 and has held it in 12 quarters since.
  • BCS Wealth Management's Eaton position peaked at $726K in Q4 2025.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.