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Marshall & Sterling Wealth Advisors’s Eaton ETN Stock Holding History

Marshall & Sterling 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 		$648K Buy
1,521
+27
+2% +$10.9K 0.38% 47
2026
Q1 		$534K Sell
1,494
-77
-5% -$27.4K 0.35% 52
2025
Q4 		$500K Buy
1,571
+28
+2% +$9.92K 0.33% 57
2025
Q3 		$572K Sell
1,543
-37
-2% -$13.5K 0.37% 49
2025
Q2 		$558K Buy
1,580
+420
+36% +$129K 0.38% 50
2025
Q1 		$316K Buy
1,160
+1,145
+7,633% +$357K 0.21% 67
2024
Q4 		$4.67K Buy
+15
New +$5.26K ﹤0.01% 263

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ETN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Eaton (ETN) stake by 1.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,521 shares worth $648K. The position accounts for 0.38% of the portfolio, ranked #47.

Marshall & Sterling Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,521 shares of Eaton worth $648K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 27 Eaton shares in Q2 2026, an estimated $10.9K.
  • Eaton made up 0.38% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.