CAWM
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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
Q3 		$604K Hold
1,406
– – 0.07% 131
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Capital Advisors Wealth Management's ETN Position: Q3 2026 in Review

Capital Advisors Wealth Management held its Eaton (ETN) position steady in Q3 2026 at 1,406 shares worth $604K. 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 16 quarters since. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Capital Advisors Wealth Management held 1,406 shares of Eaton worth $604K as of Q3 2026.
  • Capital Advisors Wealth Management left its Eaton share count unchanged in Q3 2026.
  • Eaton made up 0.07% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Capital Advisors Wealth Management first reported a position in Eaton in Q4 2021 and has held it in 16 quarters since.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.