LWM Advisory Services’s Eaton ETN Stock Holding History

LWM Advisory Services’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	$505K	Buy	1,184 +11	+0.9%	+$4.44K	0.9%	34
2026 Q1	$420K	Hold	1,173	–	–	0.45%	50
2025 Q4	$374K	Sell	1,173 -12	-1%	-$4.25K	0.22%	60
2025 Q3	$443K	Buy	1,185 +10	+0.9%	+$3.64K	0.26%	62
2025 Q2	$419K	Hold	1,175	–	–	0.29%	66
2025 Q1	$319K	Sell	1,175 -25	-2%	-$7.78K	0.22%	80
2024 Q4	$398K	Sell	1,200 -57	-5%	-$20K	0.28%	64
2024 Q3	$417K	Buy	+1,257	New	+$384K	0.31%	62

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

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

LWM Advisory Services's ETN Position: Q2 2026 in Review

LWM Advisory Services increased its Eaton (ETN) stake by 0.94% in Q2 2026, buying an estimated $4.44K and bringing the position to 1,184 shares worth $505K. The position accounts for 0.9% of the portfolio, ranked #34.

LWM Advisory Services first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

LWM Advisory Services held 1,184 shares of Eaton worth $505K as of Q2 2026.
LWM Advisory Services bought 11 Eaton shares in Q2 2026, an estimated $4.44K.
Eaton made up 0.9% of LWM Advisory Services's portfolio in Q2 2026, its #34 holding.
LWM Advisory Services first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.