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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
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

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

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

Heartwood Wealth Advisors increased its Eaton (ETN) stake by 28% in Q2 2026, buying an estimated $117K and bringing the position to 1,344 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #135.

Heartwood Wealth Advisors first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Heartwood Wealth Advisors held 1,344 shares of Eaton worth $573K as of Q2 2026.
  • Heartwood Wealth Advisors bought 290 Eaton shares in Q2 2026, an estimated $117K.
  • Eaton made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Heartwood Wealth Advisors first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.