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Measured Wealth Private Client Group’s Eaton ETN Stock Holding History

Measured Wealth Private Client Group’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 		$20.9K Hold
49
– – 0.01% 477
2026
Q1 		$17.5K Hold
49
– – ﹤0.01% 505
2025
Q4 		$15.6K Sell
49
-6
-11% -$2.13K ﹤0.01% 519
2025
Q3 		$20.6K Buy
+55
New +$20K 0.01% 468
2018
Q4 		– Sell
-348
Closed -$30K – 283
2018
Q3 		$30K Buy
+348
New +$28.5K 0.02% 449

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Measured Wealth Private Client Group's ETN Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Eaton (ETN) position steady in Q2 2026 at 49 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #477.

Measured Wealth Private Client Group first reported a position in ETN in Q3 2018 and has held it in 5 quarters since. The position peaked at $30K in Q3 2018. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Measured Wealth Private Client Group held 49 shares of Eaton worth $20.9K as of Q2 2026.
  • Measured Wealth Private Client Group left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #477 holding.
  • Measured Wealth Private Client Group first reported a position in Eaton in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Eaton position peaked at $30K in Q3 2018.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.