High Net Worth Advisory Group’s Eaton ETN Stock Holding History

High Net Worth Advisory Group’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	$958K	Buy	2,249 +10	+0.4%	+$4.03K	0.2%	109
2026 Q1	$801K	Buy	2,239 +39	+2%	+$13.9K	0.19%	113
2025 Q4	$701K	Hold	2,200	–	–	0.16%	117
2025 Q3	$823K	Buy	2,200 +11	+0.5%	+$4K	0.2%	105
2025 Q2	$781K	Sell	2,189 -47	-2%	-$14.5K	0.21%	101
2025 Q1	$608K	Sell	2,236 -15	-0.7%	-$4.67K	0.17%	110
2024 Q4	$747K	Sell	2,251 -125	-5%	-$43.9K	0.21%	102
2024 Q3	$788K	Hold	2,376	–	–	0.22%	97
2024 Q2	$745K	Buy	2,376 +12	+0.5%	+$3.87K	0.23%	93
2024 Q1	$739K	Buy	2,364 +300	+15%	+$82K	0.23%	94
2023 Q4	$497K	Sell	2,064 -28	-1%	-$6.18K	0.18%	109
2023 Q3	$446K	Sell	2,092 -15	-0.7%	-$3.23K	0.18%	111
2023 Q2	$424K	Buy	2,107 +15	+0.7%	+$2.64K	0.16%	122
2023 Q1	$358K	Hold	2,092	–	–	0.15%	128
2022 Q4	$328K	Buy	2,092 +300	+17%	+$46K	0.13%	140
2022 Q3	$239K	Hold	1,792	–	–	0.1%	163
2022 Q2	$226K	Hold	1,792	–	–	0.09%	174
2022 Q1	$272K	Hold	1,792	–	–	0.1%	152
2021 Q4	$310K	Buy	+1,792	New	+$297K	0.11%	156

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

High Net Worth Advisory Group's ETN Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Eaton (ETN) stake by 0.45% in Q2 2026, buying an estimated $4.03K and bringing the position to 2,249 shares worth $958K. The position accounts for 0.2% of the portfolio, ranked #109.

High Net Worth Advisory Group first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

High Net Worth Advisory Group held 2,249 shares of Eaton worth $958K as of Q2 2026.
High Net Worth Advisory Group bought 10 Eaton shares in Q2 2026, an estimated $4.03K.
Eaton made up 0.2% of High Net Worth Advisory Group's portfolio in Q2 2026, its #109 holding.
High Net Worth Advisory Group first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.