Mission Wealth Management’s Eaton ETN Stock Holding History

Mission 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	–	Sell	-1,300	Closed	-$465K	–	1073
2026 Q1	$465K	Sell	1,300 -300	-19%	-$107K	0.01%	513
2025 Q4	$510K	Hold	1,600	–	–	0.01%	491
2025 Q3	$599K	Buy	+1,600	New	+$582K	0.01%	444
2025 Q2	–	Hold	0	–	–	–	444
2025 Q1	–	Hold	0	–	–	–	452

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Mission Wealth Management increased its Eaton (ETN) stake by 27% in Q2 2026, buying an estimated $947K and bringing the position to 11,059 shares worth $4.71M. The position accounts for 0.06% of the portfolio, ranked #180.

Mission Wealth Management first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.84M in Q3 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Mission Wealth Management held 11,059 shares of Eaton worth $4.71M as of Q2 2026.
Mission Wealth Management bought 2,349 Eaton shares in Q2 2026, an estimated $947K.
Eaton made up 0.06% of Mission Wealth Management's portfolio in Q2 2026, its #180 holding.
Mission Wealth Management first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
Mission Wealth Management's Eaton position peaked at $4.84M in Q3 2025.
2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.