Kingswood Wealth Advisors’s Eaton ETN Stock Holding History

Kingswood 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	$10.9M	Sell	25,655 -707	-3%	-$285K	0.44%	40
2026 Q1	$9.43M	Buy	26,362 +1,290	+5%	+$459K	0.45%	43
2025 Q4	$7.99M	Buy	25,072 +7,296	+41%	+$2.59M	0.39%	50
2025 Q3	$6.65M	Buy	17,776 +5,544	+45%	+$2.02M	0.4%	47
2025 Q2	$4.37M	Sell	12,232 -458	-4%	-$141K	0.34%	62
2025 Q1	$3.45M	Sell	12,690 -636	-5%	-$198K	0.32%	69
2024 Q4	$4.42M	Sell	13,326 -5,627	-30%	-$1.97M	0.33%	58
2024 Q3	$6.28M	Buy	18,953 +9,790	+107%	+$2.99M	0.45%	41
2024 Q2	$2.87M	Buy	9,163 +1,790	+24%	+$578K	0.26%	83
2024 Q1	$2.31M	Sell	7,373 -373	-5%	-$102K	0.27%	84
2023 Q4	$1.87M	Buy	7,746 +3,800	+96%	+$839K	0.21%	113
2023 Q3	$1.43M	Buy	3,946 +859	+28%	+$185K	0.24%	110
2023 Q2	$621K	Buy	+3,087	New	+$543K	0.2%	112

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 $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Eaton (ETN) stake by 2.7% in Q2 2026, selling an estimated $285K and leaving 25,655 shares worth $10.9M. The position accounts for 0.44% of the portfolio, ranked #40.

Kingswood Wealth Advisors first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Kingswood Wealth Advisors held 25,655 shares of Eaton worth $10.9M as of Q2 2026.
Kingswood Wealth Advisors sold 707 Eaton shares in Q2 2026, an estimated $285K.
Eaton made up 0.44% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Kingswood Wealth Advisors first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.