CWA
ETN icon

Carolina Wealth Advisors’s Eaton ETN Stock Holding History

Carolina Wealth Advisors’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 		$7.24K Hold
17
– – ﹤0.01% 210
2026
Q1 		$6.08K Hold
17
– – ﹤0.01% 213
2025
Q4 		$5.42K Hold
17
– – ﹤0.01% 199
2025
Q3 		$6.36K Hold
17
– – ﹤0.01% 185
2025
Q2 		$6.07K Hold
17
– – ﹤0.01% 174
2025
Q1 		$4.62K Hold
17
– – ﹤0.01% 195
2024
Q4 		$5.64K Hold
17
– – ﹤0.01% 190
2024
Q3 		$5.63K Buy
+17
New +$5.19K ﹤0.01% 219

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 $3.37T AUM 44.26% 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

Carolina Wealth Advisors's ETN Position: Q2 2026 in Review

Carolina Wealth Advisors held its Eaton (ETN) position steady in Q2 2026 at 17 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Carolina Wealth Advisors first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Carolina Wealth Advisors held 17 shares of Eaton worth $7.24K as of Q2 2026.
  • Carolina Wealth Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • Carolina Wealth Advisors first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.