Caliber Wealth Management (Kansas)’s Eaton ETN Stock Holding History

Caliber Wealth Management (Kansas)’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	$4.56M	Buy	10,707 +164	+2%	+$66.1K	0.44%	44
2026 Q1	$3.77M	Buy	10,543 +124	+1%	+$44.1K	0.41%	52
2025 Q4	$3.32M	Sell	10,419 -433	-4%	-$153K	0.36%	54
2025 Q3	$4.06M	Sell	10,852 -725	-6%	-$264K	0.45%	45
2025 Q2	$4.13M	Buy	11,577 +1,023	+10%	+$315K	0.44%	44
2025 Q1	$2.87M	Buy	+10,554	New	+$3.29M	0.39%	66

Other funds holding ETN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Caliber Wealth Management (Kansas)'s ETN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Eaton (ETN) stake by 1.6% in Q2 2026, buying an estimated $66.1K and bringing the position to 10,707 shares worth $4.56M. The position accounts for 0.44% of the portfolio, ranked #44.

Caliber Wealth Management (Kansas) first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. 1,118 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Caliber Wealth Management (Kansas) held 10,707 shares of Eaton worth $4.56M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 164 Eaton shares in Q2 2026, an estimated $66.1K.
Eaton made up 0.44% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #44 holding.
Caliber Wealth Management (Kansas) first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
1,118 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.