Mindset Wealth Management
ETN icon

Mindset Wealth Management’s Eaton ETN Stock Holding History

Mindset 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 		$602K Sell
1,401
-3
-0.2% -$1.25K 0.11% 80
2026
Q2 		$598K Buy
1,404
+4
+0.3% +$1.61K 0.12% 88
2026
Q1 		$501K Hold
1,400
– – 0.13% 88
2025
Q4 		$446K Hold
1,400
– – 0.12% 96
2025
Q3 		$524K Hold
1,400
– – 0.14% 79
2025
Q2 		$500K Sell
1,400
-12
-0.8% -$3.7K 0.16% 71
2025
Q1 		$384K Buy
1,412
+322
+30% +$100K 0.15% 84
2024
Q4 		$362K Buy
1,090
+300
+38% +$105K 0.13% 85
2024
Q3 		$262K Buy
+790
New +$241K 0.11% 102

Other funds holding ETN

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Mindset Wealth Management's ETN Position: Q3 2026 in Review

Mindset Wealth Management reduced its Eaton (ETN) stake by 0.21% in Q3 2026, selling an estimated $1.25K and leaving 1,401 shares worth $602K. The position accounts for 0.11% of the portfolio, ranked #80.

Mindset Wealth Management first reported a position in ETN in Q3 2024 and has held it in 9 quarters since. 770 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Mindset Wealth Management held 1,401 shares of Eaton worth $602K as of Q3 2026.
  • Mindset Wealth Management sold 3 Eaton shares in Q3 2026, an estimated $1.25K.
  • Eaton made up 0.11% of Mindset Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Mindset Wealth Management first reported a position in Eaton in Q3 2024 and has held it in 9 quarters since.
  • 770 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.