MinichMacGregor Wealth Management’s Eaton ETN Stock Holding History

MinichMacGregor 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	$231K	Sell	541 -74	-12%	-$29.8K	0.04%	139
2026 Q1	$220K	Sell	615 -13,381	-96%	-$4.76M	0.04%	124
2025 Q4	$4.46M	Buy	13,996 +470	+3%	+$167K	0.81%	41
2025 Q3	$5.06M	Buy	+13,526	New	+$4.92M	0.99%	35
2023 Q1	–	Sell	-295	Closed	-$46.4K	–	256
2022 Q4	$46.4K	Buy	+295	New	+$45.2K	0.02%	190
2018 Q4	–	Sell	-455	Closed	-$39K	–	213
2018 Q3	$39K	Hold	455	–	–	0.03%	141
2018 Q2	$34K	Hold	455	–	–	0.02%	145
2018 Q1	$36K	Hold	455	–	–	0.03%	135
2017 Q4	$36K	Hold	455	–	–	0.03%	134
2017 Q3	$35K	Hold	455	–	–	0.03%	131
2017 Q2	$35K	Hold	455	–	–	0.03%	123
2017 Q1	$33K	Hold	455	–	–	0.03%	130
2016 Q4	$30K	Hold	455	–	–	0.03%	138
2016 Q3	$29K	Hold	455	–	–	0.03%	153
2016 Q2	$27K	Hold	455	–	–	0.03%	152
2016 Q1	$28K	Sell	455 -95	-17%	-$5.25K	0.03%	147
2015 Q4	$39K	Buy	+550	New	+$29.8K	0.04%	118

Other funds holding ETN

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 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

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

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MinichMacGregor Wealth Management reduced its Eaton (ETN) stake by 12% in Q2 2026, selling an estimated $29.8K and leaving 541 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #139.

MinichMacGregor Wealth Management first reported a position in ETN in Q4 2015 and has held it in 17 quarters since. The position peaked at $5.06M in Q3 2025. 689 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

MinichMacGregor Wealth Management held 541 shares of Eaton worth $231K as of Q2 2026.
MinichMacGregor Wealth Management sold 74 Eaton shares in Q2 2026, an estimated $29.8K.
Eaton made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #139 holding.
MinichMacGregor Wealth Management first reported a position in Eaton in Q4 2015 and has held it in 17 quarters since.
MinichMacGregor Wealth Management's Eaton position peaked at $5.06M in Q3 2025.
689 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.