EWM
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Elmwood Wealth Management’s Eaton ETN Stock Holding History

Elmwood 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 		$1.06M Buy
2,485
+102
+4% +$41.1K 0.26% 86
2026
Q1 		$852K Sell
2,383
-23
-1% -$8.19K 0.24% 94
2025
Q4 		$766K Buy
2,406
+9
+0.4% +$3.19K 0.24% 95
2025
Q3 		$897K Buy
2,397
+45
+2% +$16.4K 0.32% 81
2025
Q2 		$840K Sell
2,352
-3
-0.1% -$924 0.33% 78
2025
Q1 		$640K Buy
2,355
+85
+4% +$26.5K 0.26% 85
2024
Q4 		$753K Buy
2,270
+5
+0.2% +$1.75K 0.3% 87
2024
Q3 		$751K Buy
+2,265
New +$692K 0.31% 88
2020
Q2 		– Sell
-10
Closed -$799 – 282
2020
Q1 		$799 Buy
+10
New +$917 ﹤0.01% 281
2018
Q3 		– Sell
-10
Closed -$747 – 293
2018
Q2 		$747 Hold
10
– – ﹤0.01% 277
2018
Q1 		$799 Buy
+10
New +$821 ﹤0.01% 281

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Elmwood Wealth Management increased its Eaton (ETN) stake by 4.3% in Q2 2026, buying an estimated $41.1K and bringing the position to 2,485 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #86.

Elmwood Wealth Management first reported a position in ETN in Q1 2018 and has held it in 11 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Elmwood Wealth Management held 2,485 shares of Eaton worth $1.06M as of Q2 2026.
  • Elmwood Wealth Management bought 102 Eaton shares in Q2 2026, an estimated $41.1K.
  • Eaton made up 0.26% of Elmwood Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Elmwood Wealth Management first reported a position in Eaton in Q1 2018 and has held it in 11 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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