OWA
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Opal Wealth Advisors reduced its Eaton (ETN) stake by 11% in Q2 2026, selling an estimated $44.8K and leaving 855 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #142.

Opal Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Opal Wealth Advisors held 855 shares of Eaton worth $364K as of Q2 2026.
  • Opal Wealth Advisors sold 111 Eaton shares in Q2 2026, an estimated $44.8K.
  • Eaton made up 0.08% of Opal Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • Opal Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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