HWA
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Heartwood Wealth Advisors’s Eaton ETN Stock Holding History

Heartwood 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
Q3 		$453K Sell
1,054
-290
-22% -$121K 0.04% 144
2026
Q2 		$573K Buy
1,344
+290
+28% +$117K 0.04% 135
2026
Q1 		$377K Sell
1,054
-1
-0.1% -$356 0.03% 151
2025
Q4 		$336K Buy
1,055
+1
+0.1% +$354 0.03% 150
2025
Q3 		$394K Hold
1,054
– – 0.04% 131
2025
Q2 		$376K Hold
1,054
– – 0.04% 126
2025
Q1 		$287K Sell
1,054
-46
-4% -$14.3K 0.03% 143
2024
Q4 		$365K Hold
1,100
– – 0.04% 113
2024
Q3 		$365K Hold
1,100
– – 0.04% 120
2024
Q2 		$345K Buy
1,100
+26
+2% +$8.39K 0.04% 122
2024
Q1 		$336K Buy
1,074
+20
+2% +$5.47K 0.04% 110
2023
Q4 		$254K Hold
1,054
– – 0.03% 116
2023
Q3 		$225K Hold
1,054
– – 0.03% 122
2023
Q2 		$212K Buy
+1,054
New +$185K 0.03% 130

Other funds holding ETN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Heartwood Wealth Advisors's ETN Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its Eaton (ETN) stake by 22% in Q3 2026, selling an estimated $121K and leaving 1,054 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #144.

Heartwood Wealth Advisors first reported a position in ETN in Q2 2023 and has held it in 14 quarters since. The position peaked at $573K in Q2 2026. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Heartwood Wealth Advisors held 1,054 shares of Eaton worth $453K as of Q3 2026.
  • Heartwood Wealth Advisors sold 290 Eaton shares in Q3 2026, an estimated $121K.
  • Eaton made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #144 holding.
  • Heartwood Wealth Advisors first reported a position in Eaton in Q2 2023 and has held it in 14 quarters since.
  • Heartwood Wealth Advisors's Eaton position peaked at $573K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.