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Global Wealth Strategies & Associates’s Eaton ETN Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-51
Closed -$18.2K – 203
2026
Q1 		$18.2K Buy
51
+18
+55% +$6.41K ﹤0.01% 256
2025
Q4 		$10.5K Sell
33
-15
-31% -$5.32K ﹤0.01% 305
2025
Q3 		$18K Buy
48
+10
+26% +$3.64K ﹤0.01% 233
2025
Q2 		$13.6K Sell
38
-42
-53% -$12.9K ﹤0.01% 197
2025
Q1 		$21.7K Buy
80
+5
+7% +$1.56K 0.01% 179
2024
Q4 		$24.9K Buy
75
+12
+19% +$4.21K 0.01% 152
2024
Q3 		$20.9K Buy
63
+15
+31% +$4.58K 0.01% 142
2024
Q2 		$15.1K Hold
48
– – 0.01% 141
2024
Q1 		$15K Hold
48
– – 0.01% 149
2023
Q4 		$11.6K Hold
48
– – ﹤0.01% 154
2023
Q3 		$10.2K Buy
+48
New +$10.3K ﹤0.01% 160

Other funds holding ETN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Global Wealth Strategies & Associates's ETN Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Eaton (ETN) in Q2 2026, closing a stake of 51 shares — an estimated $18.2K sold.

Global Wealth Strategies & Associates first reported a position in ETN in Q3 2023 and held it in 11 quarters. The position peaked at $24.9K in Q4 2024. 1,187 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 51 Eaton shares in Q2 2026, an estimated $18.2K.
  • Global Wealth Strategies & Associates first reported a position in Eaton in Q3 2023 and held it in 11 quarters.
  • Global Wealth Strategies & Associates's Eaton position peaked at $24.9K in Q4 2024.
  • 1,187 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.