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Crux Wealth Advisors’s Eaton ETN Stock Holding History

Crux 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 		$966K Buy
2,268
+2
+0.1% +$807 0.34% 79
2026
Q1 		$810K Sell
2,266
-62
-3% -$22.1K 0.31% 86
2025
Q4 		$741K Sell
2,328
-187
-7% -$66.3K 0.28% 94
2025
Q3 		$941K Buy
2,515
+34
+1% +$12.4K 0.37% 76
2025
Q2 		$886K Sell
2,481
-2,657
-52% -$818K 0.38% 74
2025
Q1 		$1.4M Sell
5,138
-1,684
-25% -$524K 0.73% 38
2024
Q4 		$2.26M Buy
+6,822
New +$2.39M 1.26% 26

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Crux Wealth Advisors increased its Eaton (ETN) stake by 0.09% in Q2 2026, buying an estimated $807 and bringing the position to 2,268 shares worth $966K. The position accounts for 0.34% of the portfolio, ranked #79.

Crux Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q4 2024. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Crux Wealth Advisors held 2,268 shares of Eaton worth $966K as of Q2 2026.
  • Crux Wealth Advisors bought 2 Eaton shares in Q2 2026, an estimated $807.
  • Eaton made up 0.34% of Crux Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Crux Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's Eaton position peaked at $2.26M in Q4 2024.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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