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IVC Wealth Advisors’s Eaton ETN Stock Holding History

IVC Wealth Advisors’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 		$1.67M Sell
3,928
-136
-3% -$54.8K 0.65% 31
2026
Q1 		$1.45M Sell
4,064
-58
-1% -$20.6K 0.63% 28
2025
Q4 		$1.31M Buy
4,122
+28
+0.7% +$9.92K 0.57% 32
2025
Q3 		$1.53M Sell
4,094
-44
-1% -$16K 0.68% 27
2025
Q2 		$1.48M Sell
4,138
-76
-2% -$23.4K 0.72% 29
2025
Q1 		$1.15M Sell
4,214
-165
-4% -$51.4K 0.62% 36
2024
Q4 		$1.45M Sell
4,379
-214
-5% -$75.1K 0.81% 26
2024
Q3 		$1.52M Buy
4,593
+26
+0.6% +$7.94K 0.83% 28
2024
Q2 		$1.43M Buy
4,567
+3
+0.1% +$969 0.8% 30
2024
Q1 		$1.43M Buy
4,564
+2
+0% +$547 0.82% 29
2023
Q4 		$1.1M Sell
4,562
-53
-1% -$11.7K 0.68% 37
2023
Q3 		$984K Sell
4,615
-26
-0.6% -$5.61K 0.66% 37
2023
Q2 		$933K Sell
4,641
-82
-2% -$14.4K 0.59% 46
2023
Q1 		$809K Sell
4,723
-2,055
-30% -$342K 0.57% 52
2022
Q4 		$775K Buy
6,778
+1,841
+37% +$282K 0.57% 51
2022
Q3 		$658K Buy
4,937
+78
+2% +$10.9K 0.53% 53
2022
Q2 		$612K Buy
4,859
+27
+0.6% +$3.78K 0.47% 61
2022
Q1 		$733K Hold
4,832
– – 0.48% 54
2021
Q4 		$835K Sell
4,832
-734
-13% -$122K 0.54% 49
2021
Q3 		$831K Buy
5,566
+300
+6% +$47.9K 0.57% 48
2021
Q2 		$780K Buy
5,266
+51
+1% +$7.35K 0.55% 52
2021
Q1 		$721K Buy
5,215
+43
+0.8% +$5.54K 0.57% 49
2020
Q4 		$621K Buy
+5,172
New +$584K 0.59% 48

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

IVC Wealth Advisors's ETN Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Eaton (ETN) stake by 3.3% in Q2 2026, selling an estimated $54.8K and leaving 3,928 shares worth $1.67M. The position accounts for 0.65% of the portfolio, ranked #31.

IVC Wealth Advisors first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • IVC Wealth Advisors held 3,928 shares of Eaton worth $1.67M as of Q2 2026.
  • IVC Wealth Advisors sold 136 Eaton shares in Q2 2026, an estimated $54.8K.
  • Eaton made up 0.65% of IVC Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • IVC Wealth Advisors first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.