EWM
ETN icon

Evolution Wealth Management’s Eaton ETN Stock Holding History

Evolution 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 		$164K Buy
386
+19
+5% +$7.66K 0.1% 144
2026
Q1 		$131K Buy
367
+240
+189% +$85.4K 0.1% 149
2025
Q4 		$40.5K Buy
127
+65
+105% +$23K 0.03% 267
2025
Q3 		$23.2K Buy
62
+2
+3% +$727 0.02% 281
2025
Q2 		$21.4K Buy
+60
New +$18.5K 0.03% 271

Other funds holding ETN

Swedbank
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
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

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

Evolution Wealth Management increased its Eaton (ETN) stake by 5.2% in Q2 2026, buying an estimated $7.66K and bringing the position to 386 shares worth $164K. The position accounts for 0.1% of the portfolio, ranked #144.

Evolution Wealth Management first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 892 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Evolution Wealth Management held 386 shares of Eaton worth $164K as of Q2 2026.
  • Evolution Wealth Management bought 19 Eaton shares in Q2 2026, an estimated $7.66K.
  • Eaton made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Evolution Wealth Management first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 892 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.