Core Wealth Partners’s Eaton ETN Stock Holding History

Core Wealth Partners’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	$511K	Hold	1,200	–	–	0.22%	103
2026 Q1	$429K	Hold	1,200	–	–	0.2%	101
2025 Q4	$382K	Hold	1,200	–	–	0.17%	109
2025 Q3	$449K	Hold	1,200	–	–	0.21%	101
2025 Q2	$428K	Hold	1,200	–	–	0.22%	97
2025 Q1	$326K	Hold	1,200	–	–	0.19%	113
2024 Q4	$398K	Hold	1,200	–	–	0.23%	97
2024 Q3	$398K	Hold	1,200	–	–	0.24%	92
2024 Q2	$376K	Buy	+1,200	New	+$387K	0.26%	82

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Core Wealth Partners's ETN Position: Q2 2026 in Review

Core Wealth Partners held its Eaton (ETN) position steady in Q2 2026 at 1,200 shares worth $511K. The position accounts for 0.22% of the portfolio, ranked #103.

Core Wealth Partners first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Core Wealth Partners held 1,200 shares of Eaton worth $511K as of Q2 2026.
Core Wealth Partners left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.22% of Core Wealth Partners's portfolio in Q2 2026, its #103 holding.
Core Wealth Partners first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.