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BSW Wealth Partners’s Eaton ETN Stock Holding History

BSW Wealth Partners’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 		$329K Buy
773
+9
+1% +$3.63K 0.04% 237
2026
Q1 		$273K Buy
764
+105
+16% +$37.4K 0.03% 264
2025
Q4 		$210K Sell
659
-40
-6% -$14.2K 0.03% 307
2025
Q3 		$262K Buy
699
+35
+5% +$12.7K 0.03% 272
2025
Q2 		$237K Buy
+664
New +$204K 0.03% 284
2023
Q2 		– Sell
-2,834
Closed -$486K – 291
2023
Q1 		$486K Sell
2,834
-11
-0.4% -$1.83K 0.1% 138
2022
Q4 		$447K Buy
2,845
+297
+12% +$45.5K 0.1% 149
2022
Q3 		$340K Buy
2,548
+95
+4% +$13.3K 0.08% 155
2022
Q2 		$309K Buy
2,453
+346
+16% +$48.4K 0.07% 184
2022
Q1 		$320K Buy
2,107
+247
+13% +$38.7K 0.08% 194
2021
Q4 		$321K Buy
1,860
+168
+10% +$27.8K 0.08% 184
2021
Q3 		$253K Buy
1,692
+102
+6% +$16.3K 0.07% 210
2021
Q2 		$236K Buy
+1,590
New +$229K 0.06% 208
2021
Q1 		– Sell
-1,900
Closed -$228K – 220
2020
Q4 		$228K Buy
+1,900
New +$215K 0.07% 156
2018
Q4 		– Sell
-2,745
Closed -$238K – 112
2018
Q3 		$238K Buy
+2,745
New +$225K 0.09% 115

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

BSW Wealth Partners's ETN Position: Q2 2026 in Review

BSW Wealth Partners increased its Eaton (ETN) stake by 1.2% in Q2 2026, buying an estimated $3.63K and bringing the position to 773 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #237.

BSW Wealth Partners first reported a position in ETN in Q3 2018 and has held it in 15 quarters since. The position peaked at $486K in Q1 2023. 904 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • BSW Wealth Partners held 773 shares of Eaton worth $329K as of Q2 2026.
  • BSW Wealth Partners bought 9 Eaton shares in Q2 2026, an estimated $3.63K.
  • Eaton made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #237 holding.
  • BSW Wealth Partners first reported a position in Eaton in Q3 2018 and has held it in 15 quarters since.
  • BSW Wealth Partners's Eaton position peaked at $486K in Q1 2023.
  • 904 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.