Private Wealth Management Group’s Eaton ETN Stock Holding History

Private Wealth Management Group’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	$202K	Sell	474 -100	-17%	-$40.3K	0.05%	109
2026 Q1	$205K	Buy	574 +100	+21%	+$35.6K	0.05%	83
2025 Q4	$151K	Sell	474 -1	-0.2%	-$354	0.04%	97
2025 Q3	$178K	Hold	475	–	–	0.05%	90
2025 Q2	$170K	Buy	475 +3	+0.6%	+$924	0.06%	89
2025 Q1	$128K	Hold	472	–	–	0.05%	102
2024 Q4	$157K	Hold	472	–	–	0.06%	90
2024 Q3	$156K	Buy	472 +2	+0.4%	+$611	0.06%	84
2024 Q2	$147K	Sell	470 -1	-0.2%	-$323	0.06%	83
2024 Q1	$147K	Sell	471 -3	-0.6%	-$820	0.07%	79
2023 Q4	$114K	Buy	+474	New	+$105K	0.06%	90

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

Private Wealth Management Group's ETN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Eaton (ETN) stake by 17% in Q2 2026, selling an estimated $40.3K and leaving 474 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #109.

Private Wealth Management Group first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $205K in Q1 2026. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Private Wealth Management Group held 474 shares of Eaton worth $202K as of Q2 2026.
Private Wealth Management Group sold 100 Eaton shares in Q2 2026, an estimated $40.3K.
Eaton made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #109 holding.
Private Wealth Management Group first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Eaton position peaked at $205K in Q1 2026.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.