BWS
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
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% +$2.83K 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

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Broadway Wealth Solutions's ETN Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Eaton (ETN) stake by 2.9% in Q2 2026, buying an estimated $10.5K and bringing the position to 924 shares worth $394K. The position accounts for 0.18% of the portfolio, ranked #39.

Broadway Wealth Solutions first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Broadway Wealth Solutions held 924 shares of Eaton worth $394K as of Q2 2026.
  • Broadway Wealth Solutions bought 26 Eaton shares in Q2 2026, an estimated $10.5K.
  • Eaton made up 0.18% of Broadway Wealth Solutions's portfolio in Q2 2026, its #39 holding.
  • Broadway Wealth Solutions first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.