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Independent Solutions Wealth Management’s Eaton ETN Stock Holding History

Independent Solutions Wealth Management’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 		$4.23M Sell
9,924
-331
-3% -$133K 0.55% 53
2026
Q1 		$3.67M Sell
10,255
-300
-3% -$107K 0.54% 49
2025
Q4 		$3.36M Sell
10,555
-506
-5% -$179K 0.62% 53
2025
Q3 		$4.14M Buy
11,061
+213
+2% +$77.5K 0.74% 38
2025
Q2 		$3.87M Buy
10,848
+115
+1% +$35.4K 0.76% 40
2025
Q1 		$2.92M Buy
10,733
+6
+0.1% +$1.87K 0.65% 48
2024
Q4 		$3.56M Buy
10,727
+222
+2% +$77.9K 0.78% 36
2024
Q3 		$3.48M Sell
10,505
-552
-5% -$169K 0.79% 36
2024
Q2 		$3.47M Buy
11,057
+33
+0.3% +$10.7K 0.79% 38
2024
Q1 		$3.45M Sell
11,024
-908
-8% -$248K 0.82% 36
2023
Q4 		$2.87M Sell
11,932
-411
-3% -$90.7K 0.74% 45
2023
Q3 		$2.63M Hold
12,343
– – 0.68% 41
2023
Q2 		$2.48M Buy
12,343
+190
+2% +$33.4K 0.62% 41
2023
Q1 		$2.08M Sell
12,153
-28
-0.2% -$4.66K 0.61% 44
2022
Q4 		$1.91M Sell
12,181
-187
-2% -$28.7K 0.58% 44
2022
Q3 		$1.65M Buy
12,368
+7,514
+155% +$1.05M 0.54% 48
2022
Q2 		$612K Sell
4,854
-1,490
-23% -$208K 0.19% 103
2022
Q1 		$963K Sell
6,344
-2,469
-28% -$387K 0.23% 89
2021
Q4 		$1.52M Buy
8,813
+77
+0.9% +$12.8K 0.36% 74
2021
Q3 		$1.3M Sell
8,736
-2,043
-19% -$327K 0.32% 76
2021
Q2 		$1.6M Buy
10,779
+2,489
+30% +$359K 0.39% 60
2021
Q1 		$1.15M Buy
8,290
+351
+4% +$45.2K 0.31% 72
2020
Q4 		$954K Buy
7,939
+283
+4% +$32K 0.3% 72
2020
Q3 		$781K Buy
7,656
+1,535
+25% +$150K 0.3% 68
2020
Q2 		$535K Buy
6,121
+3,122
+104% +$257K 0.23% 85
2020
Q1 		$233K Sell
2,999
-260
-8% -$23.8K 0.13% 114
2019
Q4 		$309K Buy
+3,259
New +$289K 0.14% 125

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Solutions Wealth Management's ETN Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Eaton (ETN) stake by 3.2% in Q2 2026, selling an estimated $133K and leaving 9,924 shares worth $4.23M. The position accounts for 0.55% of the portfolio, ranked #53.

Independent Solutions Wealth Management first reported a position in ETN in Q4 2019 and has held it in 27 quarters since. 2,671 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Independent Solutions Wealth Management held 9,924 shares of Eaton worth $4.23M as of Q2 2026.
  • Independent Solutions Wealth Management sold 331 Eaton shares in Q2 2026, an estimated $133K.
  • Eaton made up 0.55% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Independent Solutions Wealth Management first reported a position in Eaton in Q4 2019 and has held it in 27 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.