EWM
ETN icon

Elevatus Welath Management’s Eaton ETN Stock Holding History

Elevatus Welath 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 		$268K Buy
+628
New +$253K 0.07% 192
2025
Q3 		– Sell
-8,135
Closed -$2.9M – 131
2025
Q2 		$2.9M Buy
+8,135
New +$2.51M 0.97% 32

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 $3.38T AUM 44.17% 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

Elevatus Welath Management's ETN Position: Q2 2026 in Review

Elevatus Welath Management opened a new position in Eaton (ETN) in Q2 2026: 628 shares worth $268K. The stake represents 0.07% of the portfolio and ranks #192 among its holdings. This is a return to the name: Elevatus Welath Management previously reported a position in ETN as recently as Q2 2025.

Elevatus Welath Management first reported a position in ETN in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.9M in Q2 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Elevatus Welath Management held 628 shares of Eaton worth $268K as of Q2 2026.
  • Eaton was a new Elevatus Welath Management position in Q2 2026.
  • Eaton made up 0.07% of Elevatus Welath Management's portfolio in Q2 2026, its #192 holding.
  • Elevatus Welath Management first reported a position in Eaton in Q2 2025 and has held it in 2 quarters since.
  • Elevatus Welath Management's Eaton position peaked at $2.9M in Q2 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.