PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Eaton ETN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$613K Buy
1,438
+737
+105% +$297K 0.17% 89
2026
Q1
$251K Buy
701
+28
+4% +$9.96K 0.07% 145
2025
Q4
$215K Buy
673
+56
+9% +$19.8K 0.06% 166
2025
Q3
$231K Buy
617
+92
+18% +$33.5K 0.07% 141
2025
Q2
$188K Sell
525
-208
-28% -$64.1K 0.06% 147
2025
Q1
$199K Buy
733
+213
+41% +$66.3K 0.07% 141
2024
Q4
$173K Buy
520
+59
+13% +$20.7K 0.07% 144
2024
Q3
$153K Buy
461
+137
+42% +$41.9K 0.08% 112
2024
Q2
$102K Hold
324
0.06% 149
2024
Q1
$101K Buy
324
+124
+62% +$33.9K 0.07% 147
2023
Q4
$48.2K Buy
+200
New +$44.1K 0.03% 179

Other funds holding ETN

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ETN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Eaton (ETN) stake by 105% in Q2 2026, buying an estimated $297K and bringing the position to 1,438 shares worth $613K. The position accounts for 0.17% of the portfolio, ranked #89.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 1,730 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,438 shares of Eaton worth $613K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 737 Eaton shares in Q2 2026, an estimated $297K.
  • Eaton made up 0.17% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #89 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 1,730 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.