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Outlook Wealth Advisors’s Eaton ETN Stock Holding History

Outlook 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 		$860K Sell
2,018
-3
-0.1% -$1.21K 0.19% 115
2026
Q1 		$723K Buy
2,021
+5
+0.2% +$1.78K 0.18% 126
2025
Q4 		$642K Buy
2,016
+7
+0.3% +$2.48K 0.15% 145
2025
Q3 		$752K Buy
2,009
+724
+56% +$263K 0.19% 112
2025
Q2 		$459K Sell
1,285
-45
-3% -$13.9K 0.12% 161
2025
Q1 		$362K Sell
1,330
-143
-10% -$44.5K 0.1% 196
2024
Q4 		$489K Buy
1,473
+116
+9% +$40.7K 0.14% 135
2024
Q3 		$450K Buy
1,357
+54
+4% +$16.5K 0.13% 142
2024
Q2 		$409K Sell
1,303
-64
-5% -$20.7K 0.13% 159
2024
Q1 		$427K Buy
1,367
+22
+2% +$6.01K 0.13% 158
2023
Q4 		$324K Buy
1,345
+4
+0.3% +$883 0.11% 161
2023
Q3 		$286K Buy
1,341
+79
+6% +$17K 0.11% 164
2023
Q2 		$254K Buy
+1,262
New +$222K 0.1% 174
2020
Q2 		– Sell
-4,475
Closed -$348K – 168
2020
Q1 		$348K Buy
+4,475
New +$410K 0.2% 106

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

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

Outlook Wealth Advisors reduced its Eaton (ETN) stake by 0.15% in Q2 2026, selling an estimated $1.21K and leaving 2,018 shares worth $860K. The position accounts for 0.19% of the portfolio, ranked #115.

Outlook Wealth Advisors first reported a position in ETN in Q1 2020 and has held it in 14 quarters since. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Outlook Wealth Advisors held 2,018 shares of Eaton worth $860K as of Q2 2026.
  • Outlook Wealth Advisors sold 3 Eaton shares in Q2 2026, an estimated $1.21K.
  • Eaton made up 0.19% of Outlook Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Outlook Wealth Advisors first reported a position in Eaton in Q1 2020 and has held it in 14 quarters since.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.