Elevation Wealth Partners
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
Q3 		$652K Buy
1,517
+4
+0.3% +$1.67K 0.18% 71
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 $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Elevation Wealth Partners's ETN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Eaton (ETN) stake by 0.26% in Q3 2026, buying an estimated $1.67K and bringing the position to 1,517 shares worth $652K. The position accounts for 0.18% of the portfolio, ranked #71.

Elevation Wealth Partners first reported a position in ETN in Q1 2023 and has held it in 15 quarters since. 1,065 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Elevation Wealth Partners held 1,517 shares of Eaton worth $652K as of Q3 2026.
  • Elevation Wealth Partners bought 4 Eaton shares in Q3 2026, an estimated $1.67K.
  • Eaton made up 0.18% of Elevation Wealth Partners's portfolio in Q3 2026, its #71 holding.
  • Elevation Wealth Partners first reported a position in Eaton in Q1 2023 and has held it in 15 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.