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Consultiva Wealth Management’s Eaton ETN Stock Holding History

Consultiva 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 		$17.9K Hold
42
– – 0.04% 190
2026
Q1 		$15K Hold
42
– – 0.04% 182
2025
Q4 		$13.4K Hold
42
– – 0.04% 183
2025
Q3 		$15.7K Hold
42
– – 0.04% 186
2025
Q2 		$15K Hold
42
– – 0.05% 190
2025
Q1 		$11.4K Hold
42
– – 0.04% 194
2024
Q4 		$13.9K Buy
+42
New +$14.7K 0.07% 115

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

Consultiva Wealth Management's ETN Position: Q2 2026 in Review

Consultiva Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 42 shares worth $17.9K. The position accounts for 0.04% of the portfolio, ranked #190.

Consultiva Wealth Management first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Consultiva Wealth Management held 42 shares of Eaton worth $17.9K as of Q2 2026.
  • Consultiva Wealth Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.04% of Consultiva Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Consultiva Wealth Management first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.