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Diversify Wealth Management’s Eaton ETN Stock Holding History

Diversify 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 		$5.42M Buy
13,601
+1,012
+8% +$408K 0.09% 209
2026
Q1 		$5.17M Buy
12,589
+8,592
+215% +$3.06M 0.09% 202
2025
Q4 		$1.33M Buy
3,997
+333
+9% +$118K 0.06% 270
2025
Q3 		$1.42M Buy
3,664
+52
+1% +$18.9K 0.08% 230
2025
Q2 		$1.31M Buy
3,612
+26
+0.7% +$8.01K 0.08% 239
2025
Q1 		$1.04M Buy
3,586
+98
+3% +$30.5K 0.08% 239
2024
Q4 		$1.19M Buy
3,488
+47
+1% +$16.5K 0.09% 196
2024
Q3 		$1.19M Buy
3,441
+27
+0.8% +$8.25K 0.11% 180
2024
Q2 		$930K Buy
+3,414
New +$1.1M 0.12% 169

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

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

Diversify Wealth Management increased its Eaton (ETN) stake by 8% in Q2 2026, buying an estimated $408K and bringing the position to 13,601 shares worth $5.42M. The position accounts for 0.09% of the portfolio, ranked #209.

Diversify Wealth Management first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Diversify Wealth Management held 13,601 shares of Eaton worth $5.42M as of Q2 2026.
  • Diversify Wealth Management bought 1,012 Eaton shares in Q2 2026, an estimated $408K.
  • Eaton made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Diversify Wealth Management first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.