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Physician Wealth Advisors’s Eaton ETN Stock Holding History

Physician 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 		$168K Sell
394
-44
-10% -$17.7K 0.02% 242
2026
Q1 		$157K Buy
438
+131
+43% +$46.6K 0.02% 221
2025
Q4 		$97.8K Sell
307
-70
-19% -$24.8K 0.01% 280
2025
Q3 		$141K Buy
377
+98
+35% +$35.6K 0.02% 237
2025
Q2 		$99.6K Buy
279
+9
+3% +$2.77K 0.02% 265
2025
Q1 		$73.4K Buy
270
+4
+2% +$1.25K 0.01% 287
2024
Q4 		$88.3K Buy
+266
New +$93.4K 0.01% 272

Other funds holding ETN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Eaton (ETN) stake by 10% in Q2 2026, selling an estimated $17.7K and leaving 394 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #242.

Physician Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 1,334 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Physician Wealth Advisors held 394 shares of Eaton worth $168K as of Q2 2026.
  • Physician Wealth Advisors sold 44 Eaton shares in Q2 2026, an estimated $17.7K.
  • Eaton made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • Physician Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.