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Elwood & Goetz Wealth Advisory Group’s Eaton ETN Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$260K Buy
609
+44
+8% +$17.7K 0.04% 130
2026
Q1 		$202K Buy
+565
New +$201K 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

Elwood & Goetz Wealth Advisory Group's ETN Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Eaton (ETN) stake by 7.8% in Q2 2026, buying an estimated $17.7K and bringing the position to 609 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #130.

Elwood & Goetz Wealth Advisory Group first reported a position in ETN in Q1 2026 and has held it in 2 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 609 shares of Eaton worth $260K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 44 Eaton shares in Q2 2026, an estimated $17.7K.
  • Eaton made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #130 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Eaton in Q1 2026 and has held it in 2 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.