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Focused Wealth Management’s Eaton ETN Stock Holding History

Focused 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
2017
Q3 		– Sell
-4,200
Closed -$14K – 676
2017
Q2 		$14K Buy
+4,200
New +$320K 0.01% 425

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

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

Focused Wealth Management reduced its Eaton (ETN) stake by 46% in Q2 2026, selling an estimated $589K and leaving 1,710 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #104.

Focused Wealth Management first reported a position in ETN in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.13M in Q1 2026. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Focused Wealth Management held 1,710 shares of Eaton worth $729K as of Q2 2026.
  • Focused Wealth Management sold 1,461 Eaton shares in Q2 2026, an estimated $589K.
  • Eaton made up 0.06% of Focused Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Focused Wealth Management first reported a position in Eaton in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Eaton position peaked at $1.13M in Q1 2026.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.