QFW
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QTR Family Wealth’s Eaton ETN Stock Holding History

QTR Family 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
Q2 		$357K Buy
837
+15
+2% +$6.05K 0.12% 180
2026
Q1 		$330K Sell
822
-32
-4% -$11.4K 0.14% 172
2025
Q4 		$322K Buy
854
+45
+6% +$15.9K 0.14% 169
2025
Q3 		$303K Buy
809
+1
+0.1% +$364 0.14% 161
2025
Q2 		$288K Buy
+808
New +$249K 0.18% 126

Other funds holding ETN

Swedbank
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QTR Family Wealth's ETN Position: Q2 2026 in Review

QTR Family Wealth increased its Eaton (ETN) stake by 1.8% in Q2 2026, buying an estimated $6.05K and bringing the position to 837 shares worth $357K. The position accounts for 0.12% of the portfolio, ranked #180.

QTR Family Wealth first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 969 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • QTR Family Wealth held 837 shares of Eaton worth $357K as of Q2 2026.
  • QTR Family Wealth bought 15 Eaton shares in Q2 2026, an estimated $6.05K.
  • Eaton made up 0.12% of QTR Family Wealth's portfolio in Q2 2026, its #180 holding.
  • QTR Family Wealth first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 969 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.