Crown Wealth Group’s Eaton ETN Stock Holding History

Crown Wealth Group’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	$363K	Buy	853 +3	+0.4%	+$1.21K	0.09%	96
2026 Q1	$304K	Buy	850 +37	+5%	+$13.2K	0.09%	97
2025 Q4	$259K	Buy	813 +21	+3%	+$7.44K	0.07%	109
2025 Q3	$296K	Buy	792 +19	+2%	+$6.91K	0.09%	91
2025 Q2	$276K	Buy	773 +9	+1%	+$2.77K	0.1%	88
2025 Q1	$208K	Buy	764 +1	+0.1%	+$311	0.11%	104
2024 Q4	$253K	Buy	763 +11	+1%	+$3.86K	0.1%	94
2024 Q3	$249K	Sell	752 -3	-0.4%	-$917	0.11%	94
2024 Q2	$237K	Sell	755 -20	-3%	-$6.46K	0.12%	89
2024 Q1	$242K	Buy	+775	New	+$212K	0.12%	86

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Crown Wealth Group's ETN Position: Q2 2026 in Review

Crown Wealth Group increased its Eaton (ETN) stake by 0.35% in Q2 2026, buying an estimated $1.21K and bringing the position to 853 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #96.

Crown Wealth Group first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Crown Wealth Group held 853 shares of Eaton worth $363K as of Q2 2026.
Crown Wealth Group bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
Eaton made up 0.09% of Crown Wealth Group's portfolio in Q2 2026, its #96 holding.
Crown Wealth Group first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.