Opal Wealth Advisors
ETN icon

Opal Wealth Advisors’s Eaton ETN Stock Holding History

Opal 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
Q3 		$277K Sell
644
-211
-25% -$88.1K 0.06% 164
2026
Q2 		$364K Sell
855
-111
-11% -$44.8K 0.08% 142
2026
Q1 		$346K Buy
966
+120
+14% +$42.7K 0.08% 131
2025
Q4 		$269K Sell
846
-7
-0.8% -$2.48K 0.07% 169
2025
Q3 		$319K Buy
853
+14
+2% +$5.09K 0.09% 139
2025
Q2 		$300K Sell
839
-12
-1% -$3.7K 0.08% 138
2025
Q1 		$231K Buy
851
+121
+17% +$37.7K 0.07% 159
2024
Q4 		$242K Buy
730
+23
+3% +$8.07K 0.07% 157
2024
Q3 		$234K Sell
707
-74
-9% -$22.6K 0.07% 164
2024
Q2 		$245K Sell
781
-38
-5% -$12.3K 0.08% 145
2024
Q1 		$256K Buy
+819
New +$224K 0.09% 141

Other funds holding ETN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Opal Wealth Advisors's ETN Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Eaton (ETN) stake by 25% in Q3 2026, selling an estimated $88.1K and leaving 644 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #164.

Opal Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 11 quarters since. The position peaked at $364K in Q2 2026. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Opal Wealth Advisors held 644 shares of Eaton worth $277K as of Q3 2026.
  • Opal Wealth Advisors sold 211 Eaton shares in Q3 2026, an estimated $88.1K.
  • Eaton made up 0.06% of Opal Wealth Advisors's portfolio in Q3 2026, its #164 holding.
  • Opal Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 11 quarters since.
  • Opal Wealth Advisors's Eaton position peaked at $364K in Q2 2026.
  • 1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.