Perfromance Wealth Partners’s Eaton ETN Stock Holding History

Perfromance Wealth Partners’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	–	Sell	-568	Closed	-$203K	–	240
2026 Q1	$203K	Sell	568 -139	-20%	-$49.5K	0.01%	207
2025 Q4	$225K	Buy	707 +20	+3%	+$7.09K	0.01%	187
2025 Q3	$257K	Buy	687 +12	+2%	+$4.37K	0.01%	176
2025 Q2	$241K	Sell	675 -160	-19%	-$49.3K	0.01%	164
2025 Q1	$227K	Sell	835 -38	-4%	-$11.8K	0.01%	155
2024 Q4	$290K	Sell	873 -7	-0.8%	-$2.46K	0.01%	138
2024 Q3	$292K	Buy	880 +160	+22%	+$48.9K	0.01%	151
2024 Q2	$226K	Hold	720	–	–	0.01%	146
2024 Q1	$225K	Buy	+720	New	+$197K	0.01%	145

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

Perfromance Wealth Partners's ETN Position: Q2 2026 in Review

Perfromance Wealth Partners sold out of Eaton (ETN) in Q2 2026, closing a stake of 568 shares — an estimated $203K sold.

Perfromance Wealth Partners first reported a position in ETN in Q1 2024 and held it in 9 quarters. The position peaked at $292K in Q3 2024. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Perfromance Wealth Partners reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
Perfromance Wealth Partners sold 568 Eaton shares in Q2 2026, an estimated $203K.
Perfromance Wealth Partners first reported a position in Eaton in Q1 2024 and held it in 9 quarters.
Perfromance Wealth Partners's Eaton position peaked at $292K in Q3 2024.
2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.