NWWA
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New Wave Wealth Advisors’s Eaton ETN Stock Holding History

New Wave 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 		$1.01M Buy
2,373
+595
+33% +$240K 0.28% 80
2026
Q1 		$636K Buy
1,778
+670
+60% +$238K 0.22% 83
2025
Q4 		$353K Buy
1,108
+20
+2% +$7.09K 0.13% 114
2025
Q3 		$407K Buy
1,088
+395
+57% +$144K 0.16% 99
2025
Q2 		$247K Buy
+693
New +$213K 0.11% 115
2025
Q1 		– Sell
-383
Closed -$127K – 301
2024
Q4 		$127K Buy
+383
New +$134K 0.05% 171

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

New Wave Wealth Advisors's ETN Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Eaton (ETN) stake by 33% in Q2 2026, buying an estimated $240K and bringing the position to 2,373 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #80.

New Wave Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. 995 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • New Wave Wealth Advisors held 2,373 shares of Eaton worth $1.01M as of Q2 2026.
  • New Wave Wealth Advisors bought 595 Eaton shares in Q2 2026, an estimated $240K.
  • Eaton made up 0.28% of New Wave Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • New Wave Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • 995 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.