EWP
ETN icon

Elevation Wealth Partners’s Eaton ETN Stock Holding History

Elevation Wealth Partners’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 		$645K Buy
1,513
+19
+1% +$7.66K 0.19% 71
2026
Q1 		$534K Buy
1,494
+15
+1% +$5.34K 0.19% 71
2025
Q4 		$471K Sell
1,479
-180
-11% -$63.8K 0.17% 76
2025
Q3 		$621K Buy
1,659
+19
+1% +$6.91K 0.22% 64
2025
Q2 		$585K Hold
1,640
– – 0.23% 64
2025
Q1 		$446K Sell
1,640
-163
-9% -$50.8K 0.19% 73
2024
Q4 		$598K Hold
1,803
– – 0.25% 58
2024
Q3 		$598K Hold
1,803
– – 0.26% 60
2024
Q2 		$565K Hold
1,803
– – 0.27% 58
2024
Q1 		$564K Sell
1,803
-77
-4% -$21.1K 0.28% 60
2023
Q4 		$401K Buy
1,880
+1,615
+609% +$356K 0.24% 72
2023
Q3 		$56.5K Hold
265
– – 0.05% 139
2023
Q2 		$53.3K Hold
265
– – 0.04% 146
2023
Q1 		$45.4K Buy
+265
New +$44.1K 0.04% 168

Other funds holding ETN

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

Elevation Wealth Partners's ETN Position: Q2 2026 in Review

Elevation Wealth Partners increased its Eaton (ETN) stake by 1.3% in Q2 2026, buying an estimated $7.66K and bringing the position to 1,513 shares worth $645K. The position accounts for 0.19% of the portfolio, ranked #71.

Elevation Wealth Partners first reported a position in ETN in Q1 2023 and has held it in 14 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Elevation Wealth Partners held 1,513 shares of Eaton worth $645K as of Q2 2026.
  • Elevation Wealth Partners bought 19 Eaton shares in Q2 2026, an estimated $7.66K.
  • Eaton made up 0.19% of Elevation Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Elevation Wealth Partners first reported a position in Eaton in Q1 2023 and has held it in 14 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.