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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
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

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 $3.37T AUM 44.26% 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

Mindset Wealth Management's ETN Position: Q2 2026 in Review

Mindset Wealth Management increased its Eaton (ETN) stake by 0.29% in Q2 2026, buying an estimated $1.61K and bringing the position to 1,404 shares worth $598K. The position accounts for 0.12% of the portfolio, ranked #88.

Mindset Wealth Management first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Mindset Wealth Management held 1,404 shares of Eaton worth $598K as of Q2 2026.
  • Mindset Wealth Management bought 4 Eaton shares in Q2 2026, an estimated $1.61K.
  • Eaton made up 0.12% of Mindset Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Mindset Wealth Management first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.