Peterson Wealth Services
ETN icon

Peterson Wealth Services’s Eaton ETN Stock Holding History

Peterson Wealth Services’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
Q3 		$4.36M Buy
10,154
+379
+4% +$158K 0.92% 25
2026
Q2 		$4.17M Buy
9,775
+265
+3% +$107K 0.91% 28
2026
Q1 		$3.4M Buy
9,510
+217
+2% +$77.2K 0.84% 35
2025
Q4 		$2.96M Buy
9,293
+6,191
+200% +$2.19M 0.76% 35
2025
Q3 		$3.54M Sell
3,102
-6,454
-68% -$2.35M 0.87% 31
2025
Q2 		$3.41M Buy
9,556
+225
+2% +$69.3K 0.93% 29
2025
Q1 		$2.54M Buy
9,331
+707
+8% +$220K 0.79% 39
2024
Q4 		$2.86M Buy
8,624
+230
+3% +$80.7K 0.86% 33
2024
Q3 		$2.78M Buy
8,394
+5
+0.1% +$1.53K 0.89% 32
2024
Q2 		$2.63M Sell
8,389
-3,739
-31% -$1.21M 0.92% 32
2024
Q1 		$3.79M Buy
12,128
+131
+1% +$35.8K 1.38% 23
2023
Q4 		$2.89M Buy
+11,997
New +$2.65M 1.24% 25
2023
Q3 		– Sell
-7,385
Closed -$1.49M – 71
2023
Q2 		$1.49M Buy
7,385
+74
+1% +$13K 0.71% 41
2023
Q1 		$1.25M Buy
7,311
+1,321
+22% +$220K 0.64% 49
2022
Q4 		$940K Buy
5,990
+602
+11% +$92.3K 0.54% 50
2022
Q3 		$719K Buy
5,388
+1,574
+41% +$220K 0.51% 52
2022
Q2 		$481K Buy
3,814
+651
+21% +$91.1K 0.35% 61
2022
Q1 		$480K Buy
3,163
+688
+28% +$108K 0.3% 60
2021
Q4 		$428K Buy
+2,475
New +$410K 0.28% 51

Other funds holding ETN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Peterson Wealth Services's ETN Position: Q3 2026 in Review

Peterson Wealth Services increased its Eaton (ETN) stake by 3.9% in Q3 2026, buying an estimated $158K and bringing the position to 10,154 shares worth $4.36M. The position accounts for 0.92% of the portfolio, ranked #25.

Peterson Wealth Services first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 1,365 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Peterson Wealth Services held 10,154 shares of Eaton worth $4.36M as of Q3 2026.
  • Peterson Wealth Services bought 379 Eaton shares in Q3 2026, an estimated $158K.
  • Eaton made up 0.92% of Peterson Wealth Services's portfolio in Q3 2026, its #25 holding.
  • Peterson Wealth Services first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.