DWS
ETN icon

Dynamic Wealth Strategies’s Eaton ETN Stock Holding History

Dynamic Wealth Strategies’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 		$7.24K Buy
17
+6
+55% +$2.42K ﹤0.01% 251
2026
Q1 		$3.93K Buy
+11
New +$3.92K ﹤0.01% 259
2024
Q3 		– Sell
-118
Closed -$37K – 234
2024
Q2 		$37K Hold
118
– – 0.03% 131
2024
Q1 		$37K Hold
118
– – 0.03% 133
2023
Q4 		$28.4K Buy
+118
New +$26K 0.03% 138

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

Dynamic Wealth Strategies's ETN Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Eaton (ETN) stake by 55% in Q2 2026, buying an estimated $2.42K and bringing the position to 17 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Dynamic Wealth Strategies first reported a position in ETN in Q4 2023 and has held it in 5 quarters since. The position peaked at $37K in Q2 2024. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Dynamic Wealth Strategies held 17 shares of Eaton worth $7.24K as of Q2 2026.
  • Dynamic Wealth Strategies bought 6 Eaton shares in Q2 2026, an estimated $2.42K.
  • Eaton made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #251 holding.
  • Dynamic Wealth Strategies first reported a position in Eaton in Q4 2023 and has held it in 5 quarters since.
  • Dynamic Wealth Strategies's Eaton position peaked at $37K in Q2 2024.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.