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 Q3	$910K	Hold	2,124	–	–	0.27%	33
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Enzi Wealth's ETN Position: Q3 2026 in Review

Enzi Wealth held its Eaton (ETN) position steady in Q3 2026 at 2,124 shares worth $910K. The position accounts for 0.27% of the portfolio, ranked #33.

Enzi Wealth first reported a position in ETN in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.08M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Enzi Wealth held 2,124 shares of Eaton worth $910K as of Q3 2026.
Enzi Wealth left its Eaton share count unchanged in Q3 2026.
Eaton made up 0.27% of Enzi Wealth's portfolio in Q3 2026, its #33 holding.
Enzi Wealth first reported a position in Eaton in Q1 2023 and has held it in 15 quarters since.
Enzi Wealth's Eaton position peaked at $1.08M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.