PUREfi Wealth’s Eaton ETN Stock Holding History

PUREfi Wealth’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	$1.2M	Sell	2,793 -29	-1%	-$12.1K	0.56%	47
2026 Q2	$1.2M	Sell	2,822 -72	-2%	-$29K	0.66%	37
2026 Q1	$1.04M	Sell	2,894 -10	-0.3%	-$3.56K	0.68%	34
2025 Q4	$925K	Buy	2,904 +147	+5%	+$52.1K	0.71%	35
2025 Q3	$1.03M	Sell	2,757 -31	-1%	-$11.3K	0.79%	30
2025 Q2	$995K	Buy	2,788 +333	+14%	+$103K	0.8%	28
2025 Q1	$667K	Buy	2,455 +1,162	+90%	+$362K	0.67%	40
2024 Q4	$429K	Buy	+1,293	New	+$454K	0.42%	63

Other funds holding ETN

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

PUREfi Wealth's ETN Position: Q3 2026 in Review

PUREfi Wealth reduced its Eaton (ETN) stake by 1% in Q3 2026, selling an estimated $12.1K and leaving 2,793 shares worth $1.2M. The position accounts for 0.56% of the portfolio, ranked #47.

PUREfi Wealth first reported a position in ETN in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2026. 837 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

PUREfi Wealth held 2,793 shares of Eaton worth $1.2M as of Q3 2026.
PUREfi Wealth sold 29 Eaton shares in Q3 2026, an estimated $12.1K.
Eaton made up 0.56% of PUREfi Wealth's portfolio in Q3 2026, its #47 holding.
PUREfi Wealth first reported a position in Eaton in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's Eaton position peaked at $1.2M in Q2 2026.
837 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.