Flagship Wealth Advisors
ETN icon

Flagship Wealth Advisors’s Eaton ETN Stock Holding History

Flagship Wealth Advisors’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 		$105K Buy
245
+50
+26% +$20.9K 0.02% 197
2026
Q2 		$83.1K Buy
195
+15
+8% +$6.05K 0.02% 222
2026
Q1 		$64.3K Hold
180
– – 0.03% 176
2025
Q4 		$57.3K Hold
180
– – 0.02% 208
2025
Q3 		$67.4K Hold
180
– – 0.02% 197
2025
Q2 		$64.3K Hold
180
– – 0.02% 191
2025
Q1 		$48.9K Buy
180
+100
+125% +$31.1K 0.02% 204
2024
Q4 		$26.6K Buy
+80
New +$28.1K 0.02% 233

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Flagship Wealth Advisors's ETN Position: Q3 2026 in Review

Flagship Wealth Advisors increased its Eaton (ETN) stake by 26% in Q3 2026, buying an estimated $20.9K and bringing the position to 245 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #197.

Flagship Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 8 quarters since. 1,769 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Flagship Wealth Advisors held 245 shares of Eaton worth $105K as of Q3 2026.
  • Flagship Wealth Advisors bought 50 Eaton shares in Q3 2026, an estimated $20.9K.
  • Eaton made up 0.02% of Flagship Wealth Advisors's portfolio in Q3 2026, its #197 holding.
  • Flagship Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 8 quarters since.
  • 1,769 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.