Broadway Wealth Solutions
ETN icon

Broadway Wealth Solutions’s Eaton ETN Stock Holding History

Broadway Wealth Solutions’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 		$402K Buy
935
+11
+1% +$4.59K 0.18% 47
2026
Q2 		$394K Buy
924
+26
+3% +$10.5K 0.18% 39
2026
Q1 		$321K Buy
898
+42
+5% +$14.9K 0.17% 68
2025
Q4 		$273K Buy
856
+8
+0.9% +$2.84K 0.15% 75
2025
Q3 		$317K Buy
848
+46
+6% +$16.7K 0.18% 57
2025
Q2 		$286K Buy
+802
New +$247K 0.18% 68

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Broadway Wealth Solutions's ETN Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Eaton (ETN) stake by 1.2% in Q3 2026, buying an estimated $4.59K and bringing the position to 935 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #47.

Broadway Wealth Solutions first reported a position in ETN in Q2 2025 and has held it in 6 quarters since. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Broadway Wealth Solutions held 935 shares of Eaton worth $402K as of Q3 2026.
  • Broadway Wealth Solutions bought 11 Eaton shares in Q3 2026, an estimated $4.59K.
  • Eaton made up 0.18% of Broadway Wealth Solutions's portfolio in Q3 2026, its #47 holding.
  • Broadway Wealth Solutions first reported a position in Eaton in Q2 2025 and has held it in 6 quarters since.
  • 1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.