Intentional Wealth Strategies’s Eaton ETN Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-339	Closed	-$121K	–	339
2026 Q1	$121K	Buy	+339	New	+$121K	0.11%	91

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 $3.37T AUM 44.26% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Intentional Wealth Strategies's ETN Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Eaton (ETN) in Q2 2026, closing a stake of 339 shares — an estimated $121K sold.

Intentional Wealth Strategies first reported a position in ETN in Q1 2026 and held it in 1 quarter. The position peaked at $121K in Q1 2026. 2,559 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Intentional Wealth Strategies reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 339 Eaton shares in Q2 2026, an estimated $121K.
Intentional Wealth Strategies first reported a position in Eaton in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Eaton position peaked at $121K in Q1 2026.
2,559 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.