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 Q3	$315K	Sell	733 -120	-14%	-$50.1K	0.08%	104
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Crown Wealth Group's ETN Position: Q3 2026 in Review

Crown Wealth Group reduced its Eaton (ETN) stake by 14% in Q3 2026, selling an estimated $50.1K and leaving 733 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #104.

Crown Wealth Group first reported a position in ETN in Q1 2024 and has held it in 11 quarters since. The position peaked at $363K in Q2 2026. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Crown Wealth Group held 733 shares of Eaton worth $315K as of Q3 2026.
Crown Wealth Group sold 120 Eaton shares in Q3 2026, an estimated $50.1K.
Eaton made up 0.08% of Crown Wealth Group's portfolio in Q3 2026, its #104 holding.
Crown Wealth Group first reported a position in Eaton in Q1 2024 and has held it in 11 quarters since.
Crown Wealth Group's Eaton position peaked at $363K in Q2 2026.
1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.