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Goldstein Advisors’s Eaton ETN Stock Holding History

Goldstein 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 		$557K Buy
1,307
+316
+32% +$127K 0.05% 123
2026
Q1 		$354K Buy
991
+163
+20% +$58K 0.04% 131
2025
Q4 		$264K Sell
828
-5
-0.6% -$1.77K 0.03% 167
2025
Q3 		$312K Buy
+833
New +$303K 0.04% 135
2025
Q1 		– Sell
-676
Closed -$224K – 206
2024
Q4 		$224K Sell
676
-54
-7% -$19K 0.03% 167
2024
Q3 		$242K Buy
+730
New +$223K 0.04% 157

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

Goldstein Advisors's ETN Position: Q2 2026 in Review

Goldstein Advisors increased its Eaton (ETN) stake by 32% in Q2 2026, buying an estimated $127K and bringing the position to 1,307 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #123.

Goldstein Advisors first reported a position in ETN in Q3 2024 and has held it in 6 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Goldstein Advisors held 1,307 shares of Eaton worth $557K as of Q2 2026.
  • Goldstein Advisors bought 316 Eaton shares in Q2 2026, an estimated $127K.
  • Eaton made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #123 holding.
  • Goldstein Advisors first reported a position in Eaton in Q3 2024 and has held it in 6 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.