EW
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Evoke Wealth’s Eaton ETN Stock Holding History

Evoke 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 		– Sell
-2,390
Closed -$855K – 203
2026
Q1 		$855K Buy
2,390
+729
+44% +$259K 0.02% 303
2025
Q4 		$529K Buy
1,661
+10
+0.6% +$3.54K 0.01% 376
2025
Q3 		$618K Sell
1,651
-257
-13% -$93.5K 0.01% 315
2025
Q2 		$681K Buy
1,908
+458
+32% +$141K 0.02% 281
2025
Q1 		$394K Buy
1,450
+215
+17% +$66.9K 0.01% 305
2024
Q4 		$410K Buy
1,235
+217
+21% +$76.2K 0.01% 296
2024
Q3 		$337K Buy
+1,018
New +$311K 0.01% 318
2024
Q2 		– Sell
-914
Closed -$286K – 194
2024
Q1 		$286K Buy
+914
New +$250K 0.01% 330
2023
Q4 		– Sell
-1,773
Closed -$378K – 177
2023
Q3 		$378K Buy
1,773
+161
+10% +$34.7K 0.01% 263
2023
Q2 		$324K Buy
+1,612
New +$284K 0.01% 275
2022
Q4 		– Sell
-1,008
Closed -$134K – 630
2022
Q3 		$134K Sell
1,008
-272
-21% -$38.1K 0.01% 376
2022
Q2 		$161K Sell
1,280
-743
-37% -$104K 0.01% 342
2022
Q1 		$307K Sell
2,023
-90
-4% -$14.1K 0.01% 288
2021
Q4 		$365K Buy
2,113
+188
+10% +$31.2K 0.01% 272
2021
Q3 		$287K Buy
1,925
+1,152
+149% +$184K 0.01% 290
2021
Q2 		$115K Buy
773
+518
+203% +$74.7K ﹤0.01% 417
2021
Q1 		$35K Buy
255
+50
+24% +$6.45K ﹤0.01% 496
2020
Q4 		$25K Hold
205
– – ﹤0.01% 468
2020
Q3 		$21K Sell
205
-9
-4% -$880 ﹤0.01% 470
2020
Q2 		$19K Buy
214
+8
+4% +$659 ﹤0.01% 473
2020
Q1 		$16K Sell
206
-58
-22% -$5.32K ﹤0.01% 463
2019
Q4 		$25K Buy
264
+15
+6% +$1.33K ﹤0.01% 544
2019
Q3 		$20.7K Buy
+249
New +$20.2K ﹤0.01% 649

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

Evoke Wealth's ETN Position: Q2 2026 in Review

Evoke Wealth sold out of Eaton (ETN) in Q2 2026, closing a stake of 2,390 shares — an estimated $855K sold.

Evoke Wealth first reported a position in ETN in Q3 2019 and held it in 23 quarters. The position peaked at $855K in Q1 2026. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Evoke Wealth reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,390 Eaton shares in Q2 2026, an estimated $855K.
  • Evoke Wealth first reported a position in Eaton in Q3 2019 and held it in 23 quarters.
  • Evoke Wealth's Eaton position peaked at $855K in Q1 2026.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.