HIW
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
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

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Holos Integrated Wealth's ETN Position: Q2 2026 in Review

Holos Integrated Wealth held its Eaton (ETN) position steady in Q2 2026 at 325 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #107.

Holos Integrated Wealth first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Holos Integrated Wealth held 325 shares of Eaton worth $129K as of Q2 2026.
  • Holos Integrated Wealth left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.06% of Holos Integrated Wealth's portfolio in Q2 2026, its #107 holding.
  • Holos Integrated Wealth first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.