Marks Group Wealth Management’s Eaton ETN Stock Holding History

Marks Group Wealth Management’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 Q3	$6.31M	Sell	14,694 -1,322	-8%	-$552K	0.55%	33
2026 Q2	$6.82M	Sell	16,016 -5,240	-25%	-$2.11M	0.59%	33
2026 Q1	$7.6M	Sell	21,256 -2,815	-12%	-$1M	0.73%	35
2025 Q4	$7.67M	Sell	24,071 -3,057	-11%	-$1.08M	0.73%	40
2025 Q3	$10.2M	Sell	27,128 -1,747	-6%	-$635K	0.94%	22
2025 Q2	$10.3M	Sell	28,875 -1,724	-6%	-$531K	0.96%	18
2025 Q1	$8.32M	Buy	30,599 +2,286	+8%	+$712K	0.8%	51
2024 Q4	$9.4M	Sell	28,313 -1,601	-5%	-$562K	0.93%	26
2024 Q3	$9.9M	Buy	29,914 +3,070	+11%	+$938K	0.95%	17
2024 Q2	$8.42M	Sell	26,844 -3,732	-12%	-$1.2M	0.89%	31
2024 Q1	$9.6M	Sell	30,576 -331	-1%	-$90.5K	1%	22
2023 Q4	$7.44M	Buy	+30,907	New	+$6.82M	0.85%	38

Other funds holding ETN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Marks Group Wealth Management's ETN Position: Q3 2026 in Review

Marks Group Wealth Management reduced its Eaton (ETN) stake by 8.3% in Q3 2026, selling an estimated $552K and leaving 14,694 shares worth $6.31M. The position accounts for 0.55% of the portfolio, ranked #33.

Marks Group Wealth Management first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.3M in Q2 2025. 2,159 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Marks Group Wealth Management held 14,694 shares of Eaton worth $6.31M as of Q3 2026.
Marks Group Wealth Management sold 1,322 Eaton shares in Q3 2026, an estimated $552K.
Eaton made up 0.55% of Marks Group Wealth Management's portfolio in Q3 2026, its #33 holding.
Marks Group Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
Marks Group Wealth Management's Eaton position peaked at $10.3M in Q2 2025.
2,159 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.