Holos Integrated Wealth
ETN icon

Holos Integrated Wealth’s Eaton ETN Stock Holding History

Holos Integrated Wealth’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 		$142K Buy
363
+38
+12% +$15.9K 0.06% 105
2026
Q2 		$129K Hold
325
– – 0.06% 107
2026
Q1 		$120K Hold
325
– – 0.06% 112
2025
Q4 		$106K Buy
325
+85
+35% +$30.1K 0.06% 92
2025
Q3 		$88.6K Hold
240
– – 0.05% 93
2025
Q2 		$87.1K Sell
240
-85
-26% -$26.2K 0.05% 91
2025
Q1 		$88.3K Hold
325
– – 0.06% 90
2024
Q4 		$108K Buy
+325
New +$114K 0.07% 76

Other funds holding ETN

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Holos Integrated Wealth's ETN Position: Q3 2026 in Review

Holos Integrated Wealth increased its Eaton (ETN) stake by 12% in Q3 2026, buying an estimated $15.9K and bringing the position to 363 shares worth $142K. The position accounts for 0.06% of the portfolio, ranked #105.

Holos Integrated Wealth first reported a position in ETN in Q4 2024 and has held it in 8 quarters since. 837 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Holos Integrated Wealth held 363 shares of Eaton worth $142K as of Q3 2026.
  • Holos Integrated Wealth bought 38 Eaton shares in Q3 2026, an estimated $15.9K.
  • Eaton made up 0.06% of Holos Integrated Wealth's portfolio in Q3 2026, its #105 holding.
  • Holos Integrated Wealth first reported a position in Eaton in Q4 2024 and has held it in 8 quarters since.
  • 837 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.