Global Wealth Management Investment Advisory’s Eaton ETN Stock Holding History

Global Wealth Management Investment Advisory’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	$225K	Sell	528 -69	-12%	-$27.8K	0.03%	155
2026 Q1	$213K	Buy	+597	New	+$212K	0.03%	154
2025 Q4	–	Sell	-11,973	Closed	-$4.48M	–	155
2025 Q3	$4.48M	Buy	+11,973	New	+$4.35M	0.75%	48
2019 Q4	–	Sell	-17	Closed	-$1K	–	649
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	565
2019 Q2	$1K	Sell	17 -10	-37%	-$809	﹤0.01%	625
2019 Q1	$2K	Buy	27 +10	+59%	+$763	﹤0.01%	541
2018 Q4	$1K	Buy	+17	New	+$1.27K	﹤0.01%	637

Other funds holding ETN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's ETN Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Eaton (ETN) stake by 12% in Q2 2026, selling an estimated $27.8K and leaving 528 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #155.

Global Wealth Management Investment Advisory first reported a position in ETN in Q4 2018 and has held it in 7 quarters since. The position peaked at $4.48M in Q3 2025. 1,334 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Global Wealth Management Investment Advisory held 528 shares of Eaton worth $225K as of Q2 2026.
Global Wealth Management Investment Advisory sold 69 Eaton shares in Q2 2026, an estimated $27.8K.
Eaton made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #155 holding.
Global Wealth Management Investment Advisory first reported a position in Eaton in Q4 2018 and has held it in 7 quarters since.
Global Wealth Management Investment Advisory's Eaton position peaked at $4.48M in Q3 2025.
1,334 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.