Pacific Excel Wealth Advisors’s Eaton ETN Stock Holding History

Pacific Excel 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	$1.34M	Buy	+3,149	New	+$1.27M	0.52%	46

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pacific Excel Wealth Advisors's ETN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Eaton (ETN) in Q2 2026: 3,149 shares worth $1.34M. The stake represents 0.52% of the portfolio and ranks #46 among its holdings.

2,665 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Pacific Excel Wealth Advisors held 3,149 shares of Eaton worth $1.34M as of Q2 2026.
Eaton was a new Pacific Excel Wealth Advisors position in Q2 2026.
Eaton made up 0.52% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #46 holding.
2,665 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.