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Motive Wealth Advisors’s Eaton ETN Stock Holding History

Motive Wealth Advisors’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 		$254K Buy
596
+15
+3% +$6.05K 0.1% 84
2026
Q1 		$208K Buy
+581
New +$207K 0.1% 92
2025
Q4 		– Sell
-573
Closed -$214K – 95
2025
Q3 		$214K Sell
573
-13
-2% -$4.73K 0.09% 82
2025
Q2 		$209K Buy
+586
New +$180K 0.1% 83
2024
Q2 		– Sell
-678
Closed -$212K – 67
2024
Q1 		$212K Buy
+678
New +$185K 0.13% 68

Other funds holding ETN

Swedbank
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
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
EB
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

Motive Wealth Advisors's ETN Position: Q2 2026 in Review

Motive Wealth Advisors increased its Eaton (ETN) stake by 2.6% in Q2 2026, buying an estimated $6.05K and bringing the position to 596 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #84.

Motive Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Motive Wealth Advisors held 596 shares of Eaton worth $254K as of Q2 2026.
  • Motive Wealth Advisors bought 15 Eaton shares in Q2 2026, an estimated $6.05K.
  • Eaton made up 0.1% of Motive Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Motive Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.