MorganRosel Wealth Management’s Eaton ETN Stock Holding History

MorganRosel 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	$641K	Buy	1,504 +457	+44%	+$184K	0.22%	74
2026 Q1	$374K	Sell	1,047 -1,794	-63%	-$638K	0.15%	85
2025 Q4	$905K	Sell	2,841 -7	-0.2%	-$2.48K	0.23%	64
2025 Q3	$1.07M	Buy	2,848 +180	+7%	+$65.5K	0.28%	58
2025 Q2	$952K	Sell	2,668 -1,115	-29%	-$343K	0.26%	61
2025 Q1	$1.03M	Buy	3,783 +789	+26%	+$246K	0.31%	54
2024 Q4	$994K	Sell	2,994 -499	-14%	-$175K	0.33%	57
2024 Q3	$1.16M	Sell	3,493 -298	-8%	-$91.1K	0.38%	49
2024 Q2	$1.19M	Buy	3,791 +85	+2%	+$27.4K	0.42%	42
2024 Q1	$1.16M	Sell	3,706 -644	-15%	-$176K	0.41%	42
2023 Q4	$1.05M	Sell	4,350 -75	-2%	-$16.6K	0.41%	41
2023 Q3	$944K	Buy	4,425 +2	+0%	+$431	0.39%	44
2023 Q2	$889K	Buy	+4,423	New	+$778K	0.36%	50

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

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

MorganRosel Wealth Management increased its Eaton (ETN) stake by 44% in Q2 2026, buying an estimated $184K and bringing the position to 1,504 shares worth $641K. The position accounts for 0.22% of the portfolio, ranked #74.

MorganRosel Wealth Management first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q2 2024. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

MorganRosel Wealth Management held 1,504 shares of Eaton worth $641K as of Q2 2026.
MorganRosel Wealth Management bought 457 Eaton shares in Q2 2026, an estimated $184K.
Eaton made up 0.22% of MorganRosel Wealth Management's portfolio in Q2 2026, its #74 holding.
MorganRosel Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
MorganRosel Wealth Management's Eaton position peaked at $1.19M in Q2 2024.
2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.