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Bullock Wealth Management’s Eaton ETN Stock Holding History

Bullock 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 		$686K Buy
1,664
+56
+3% +$22.6K 0.3% 83
2026
Q1 		$588K Sell
1,608
-30
-2% -$10.7K 0.29% 82
2025
Q4 		$522K Buy
1,638
+196
+14% +$69.5K 0.26% 89
2025
Q3 		$539K Buy
1,442
+5
+0.3% +$1.82K 0.27% 88
2025
Q2 		$510K Buy
1,437
+21
+1% +$6.47K 0.27% 89
2025
Q1 		$392K Buy
1,416
+225
+19% +$70.1K 0.22% 102
2024
Q4 		$395K Buy
1,191
+196
+20% +$68.8K 0.23% 93
2024
Q3 		$326K Buy
995
+102
+11% +$31.2K 0.2% 106
2024
Q2 		$279K Buy
893
+98
+12% +$31.6K 0.18% 107
2024
Q1 		$248K Buy
+795
New +$217K 0.17% 120

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bullock Wealth Management increased its Eaton (ETN) stake by 3.5% in Q2 2026, buying an estimated $22.6K and bringing the position to 1,664 shares worth $686K. The position accounts for 0.3% of the portfolio, ranked #83.

Bullock Wealth Management first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Bullock Wealth Management held 1,664 shares of Eaton worth $686K as of Q2 2026.
  • Bullock Wealth Management bought 56 Eaton shares in Q2 2026, an estimated $22.6K.
  • Eaton made up 0.3% of Bullock Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Bullock Wealth Management first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.