Prevail Innovative Wealth Advisors’s Eaton ETN Stock Holding History

Prevail Innovative 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	$4.71M	Buy	+11,047	New	+$4.45M	0.7%	49
2025 Q3	–	Sell	-13,327	Closed	-$4.76M	–	216
2025 Q2	$4.76M	Buy	13,327 +280	+2%	+$86.2K	1.07%	24
2025 Q1	$3.55M	Buy	+13,047	New	+$4.06M	0.94%	33
2024 Q3	–	Sell	-6,413	Closed	-$2.01M	–	176
2024 Q2	$2.01M	Buy	6,413 +792	+14%	+$256K	0.71%	64
2024 Q1	$1.76M	Buy	+5,621	New	+$1.54M	0.65%	67

Other funds holding ETN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ETN Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Eaton (ETN) in Q2 2026: 11,047 shares worth $4.71M. The stake represents 0.7% of the portfolio and ranks #49 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in ETN as recently as Q2 2025.

Prevail Innovative Wealth Advisors first reported a position in ETN in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.76M in Q2 2025. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Prevail Innovative Wealth Advisors held 11,047 shares of Eaton worth $4.71M as of Q2 2026.
Eaton was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Eaton made up 0.7% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Prevail Innovative Wealth Advisors first reported a position in Eaton in Q1 2024 and has held it in 5 quarters since.
Prevail Innovative Wealth Advisors's Eaton position peaked at $4.76M in Q2 2025.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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