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Pension & Wealth Management Advisors’s Eaton ETN Stock Holding History

Pension & Wealth Management 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 		$613K Buy
1,438
+737
+105% +$297K 0.17% 89
2026
Q1 		$251K Buy
701
+28
+4% +$9.96K 0.07% 145
2025
Q4 		$215K Buy
673
+56
+9% +$19.8K 0.06% 166
2025
Q3 		$231K Buy
617
+92
+18% +$33.5K 0.07% 141
2025
Q2 		$188K Sell
525
-208
-28% -$64.1K 0.06% 147
2025
Q1 		$199K Buy
733
+213
+41% +$66.3K 0.07% 141
2024
Q4 		$173K Buy
520
+59
+13% +$20.7K 0.07% 144
2024
Q3 		$153K Buy
461
+137
+42% +$41.9K 0.08% 112
2024
Q2 		$102K Hold
324
– – 0.06% 149
2024
Q1 		$101K Buy
324
+124
+62% +$33.9K 0.07% 147
2023
Q4 		$48.2K Buy
+200
New +$44.1K 0.03% 179

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Pension & Wealth Management Advisors's ETN Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Eaton (ETN) stake by 105% in Q2 2026, buying an estimated $297K and bringing the position to 1,438 shares worth $613K. The position accounts for 0.17% of the portfolio, ranked #89.

Pension & Wealth Management Advisors first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,559 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Pension & Wealth Management Advisors held 1,438 shares of Eaton worth $613K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 737 Eaton shares in Q2 2026, an estimated $297K.
  • Eaton made up 0.17% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #89 holding.
  • Pension & Wealth Management Advisors first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,559 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.