Cascade Wealth Advisors’s Eaton ETN Stock Holding History

Cascade 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	$358K	Hold	798	–	–	0.14%	53
2026 Q1	$320K	Hold	798	–	–	0.14%	50
2025 Q4	$277K	Hold	798	–	–	0.13%	52
2025 Q3	$303K	Hold	798	–	–	0.15%	49
2025 Q2	$290K	Hold	798	–	–	0.16%	46
2025 Q1	$221K	Hold	798	–	–	0.15%	40
2024 Q4	$265K	Hold	798	–	–	0.18%	42
2024 Q3	$264K	Hold	798	–	–	0.19%	45
2024 Q2	$234K	Hold	798	–	–	0.17%	47
2024 Q1	$254K	Buy	+798	New	+$218K	0.22%	45

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cascade Wealth Advisors held its Eaton (ETN) position steady in Q2 2026 at 798 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #53.

Cascade Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Cascade Wealth Advisors held 798 shares of Eaton worth $358K as of Q2 2026.
Cascade Wealth Advisors left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.14% of Cascade Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Cascade Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.