JWCA
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J.W. Cole Advisors’s Eaton ETN Stock Holding History

J.W. Cole 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 		$5.1M Buy
11,976
+603
+5% +$243K 0.09% 241
2026
Q1 		$4.07M Sell
11,373
-9,564
-46% -$3.4M 0.14% 140
2025
Q4 		$3.58M Buy
20,937
+340
+2% +$120K 0.09% 231
2025
Q3 		$7.71M Sell
20,597
-2,225
-10% -$809K 0.15% 142
2025
Q2 		$8.15M Buy
22,822
+7,060
+45% +$2.17M 0.17% 126
2025
Q1 		$4.28M Buy
15,762
+8,914
+130% +$2.78M 0.13% 164
2024
Q4 		$2.27M Buy
6,848
+686
+11% +$241K 0.09% 225
2024
Q3 		$2.04M Buy
6,162
+4,109
+200% +$1.26M 0.09% 242
2024
Q2 		$644K Buy
2,053
+35
+2% +$11.3K 0.03% 453
2024
Q1 		$631K Buy
2,018
+277
+16% +$75.7K 0.03% 462
2023
Q4 		$419K Buy
1,741
+93
+6% +$20.5K 0.02% 539
2023
Q3 		$351K Buy
+1,648
New +$355K 0.03% 521
2022
Q1 		– Sell
-1,295
Closed -$224K – 825
2021
Q4 		$224K Buy
+1,295
New +$215K 0.01% 753
2020
Q4 		– Sell
-7,467
Closed -$762K – 706
2020
Q3 		$762K Buy
+7,467
New +$730K 0.06% 315

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

J.W. Cole Advisors's ETN Position: Q2 2026 in Review

J.W. Cole Advisors increased its Eaton (ETN) stake by 5.3% in Q2 2026, buying an estimated $243K and bringing the position to 11,976 shares worth $5.1M. The position accounts for 0.09% of the portfolio, ranked #241.

J.W. Cole Advisors first reported a position in ETN in Q3 2020 and has held it in 14 quarters since. The position peaked at $8.15M in Q2 2025. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • J.W. Cole Advisors held 11,976 shares of Eaton worth $5.1M as of Q2 2026.
  • J.W. Cole Advisors bought 603 Eaton shares in Q2 2026, an estimated $243K.
  • Eaton made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #241 holding.
  • J.W. Cole Advisors first reported a position in Eaton in Q3 2020 and has held it in 14 quarters since.
  • J.W. Cole Advisors's Eaton position peaked at $8.15M in Q2 2025.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.