Enzi Wealth’s Eaton ETN Stock Holding History

Enzi Wealth’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	$883K	Hold	2,124	–	–	0.28%	33
2026 Q1	$760K	Hold	2,124	–	–	0.26%	31
2025 Q4	$703K	Hold	2,124	–	–	0.25%	34
2025 Q3	$798K	Hold	2,124	–	–	0.28%	29
2025 Q2	$766K	Hold	2,124	–	–	0.28%	30
2025 Q1	$610K	Sell	2,124 -6	-0.3%	-$1.87K	0.25%	30
2024 Q4	$791K	Sell	2,130 -985	-32%	-$346K	0.3%	29
2024 Q3	$1.08M	Hold	3,115	–	–	0.42%	25
2024 Q2	$989K	Hold	3,115	–	–	0.44%	22
2024 Q1	$982K	Hold	3,115	–	–	0.46%	21
2023 Q4	$848K	Sell	3,115 -136	-4%	-$30K	0.41%	21
2023 Q3	$678K	Hold	3,251	–	–	0.36%	21
2023 Q2	$664K	Hold	3,251	–	–	0.34%	25
2023 Q1	$530K	Buy	+3,251	New	+$541K	0.27%	36

Other funds holding ETN

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Enzi Wealth's ETN Position: Q2 2026 in Review

Enzi Wealth held its Eaton (ETN) position steady in Q2 2026 at 2,124 shares worth $883K. The position accounts for 0.28% of the portfolio, ranked #33.

Enzi Wealth first reported a position in ETN in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2024. 618 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Enzi Wealth held 2,124 shares of Eaton worth $883K as of Q2 2026.
Enzi Wealth left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.28% of Enzi Wealth's portfolio in Q2 2026, its #33 holding.
Enzi Wealth first reported a position in Eaton in Q1 2023 and has held it in 14 quarters since.
Enzi Wealth's Eaton position peaked at $1.08M in Q3 2024.
618 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.