FWA
ETN icon

FSM Wealth Advisors’s Eaton ETN Stock Holding History

FSM 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
Q2 		$692K Buy
1,623
+553
+52% +$223K 0.07% 151
2026
Q1 		$383K Sell
1,070
-229
-18% -$81.5K 0.05% 203
2025
Q4 		$414K Buy
1,299
+75
+6% +$26.6K 0.06% 187
2025
Q3 		$458K Buy
1,224
+344
+39% +$125K 0.06% 183
2025
Q2 		$315K Buy
880
+99
+13% +$30.5K 0.05% 213
2025
Q1 		$212K Buy
781
+69
+10% +$21.5K 0.05% 198
2024
Q4 		$246K Buy
712
+61
+9% +$21.4K 0.06% 159
2024
Q3 		$216K Buy
+651
New +$199K 0.06% 177
2023
Q3 		– Sell
-1,379
Closed -$280K – 156
2023
Q2 		$280K Buy
1,379
+107
+8% +$18.8K 0.14% 125
2023
Q1 		$218K Buy
+1,272
New +$212K 0.13% 140
2022
Q3 		– Sell
-1,365
Closed -$202K – 132
2022
Q2 		$202K Buy
+1,365
New +$191K 0.2% 110

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FSM Wealth Advisors's ETN Position: Q2 2026 in Review

FSM Wealth Advisors increased its Eaton (ETN) stake by 52% in Q2 2026, buying an estimated $223K and bringing the position to 1,623 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #151.

FSM Wealth Advisors first reported a position in ETN in Q2 2022 and has held it in 11 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • FSM Wealth Advisors held 1,623 shares of Eaton worth $692K as of Q2 2026.
  • FSM Wealth Advisors bought 553 Eaton shares in Q2 2026, an estimated $223K.
  • Eaton made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • FSM Wealth Advisors first reported a position in Eaton in Q2 2022 and has held it in 11 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.