Capital Advisors Wealth Management’s Eaton ETN Stock Holding History

Capital Advisors 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	$599K	Buy	1,406 +77	+6%	+$31.1K	0.07%	131
2026 Q1	$475K	Buy	1,329 +5	+0.4%	+$1.78K	0.06%	133
2025 Q4	$422K	Buy	1,324 +50	+4%	+$17.7K	0.06%	137
2025 Q3	$477K	Buy	1,274 +3	+0.2%	+$1.09K	0.07%	131
2025 Q2	$454K	Buy	1,271 +10	+0.8%	+$3.08K	0.07%	119
2025 Q1	$343K	Buy	1,261 +1	+0.1%	+$311	0.06%	130
2024 Q4	$418K	Buy	1,260 +12	+1%	+$4.21K	0.07%	108
2024 Q3	$414K	Hold	1,248	–	–	0.08%	106
2024 Q2	$391K	Hold	1,248	–	–	0.08%	98
2024 Q1	$390K	Hold	1,248	–	–	0.08%	99
2023 Q4	$301K	Hold	1,248	–	–	0.07%	104
2023 Q3	$266K	Hold	1,248	–	–	0.07%	108
2023 Q2	$251K	Hold	1,248	–	–	0.06%	113
2023 Q1	$214K	Buy	+1,248	New	+$208K	0.06%	125
2022 Q1	–	Sell	-1,248	Closed	-$216K	–	128
2021 Q4	$216K	Buy	+1,248	New	+$207K	0.07%	116

Other funds holding ETN

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 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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Capital Advisors Wealth Management's ETN Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Eaton (ETN) stake by 5.8% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,406 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #131.

Capital Advisors Wealth Management first reported a position in ETN in Q4 2021 and has held it in 15 quarters since. 969 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Capital Advisors Wealth Management held 1,406 shares of Eaton worth $599K as of Q2 2026.
Capital Advisors Wealth Management bought 77 Eaton shares in Q2 2026, an estimated $31.1K.
Eaton made up 0.07% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #131 holding.
Capital Advisors Wealth Management first reported a position in Eaton in Q4 2021 and has held it in 15 quarters since.
969 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.