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Redwood Wealth Management Group’s Eaton ETN Stock Holding History

Redwood 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 		– Sell
-1,936
Closed -$692K – 40
2026
Q1 		$692K Sell
1,936
-10
-0.5% -$3.56K 0.3% 71
2025
Q4 		$620K Sell
1,946
-70
-3% -$24.8K 0.26% 80
2025
Q3 		$754K Buy
2,016
+255
+14% +$92.7K 0.32% 64
2025
Q2 		$629K Hold
1,761
– – 0.28% 74
2025
Q1 		$479K Buy
1,761
+152
+9% +$47.3K 0.24% 95
2024
Q4 		$534K Buy
1,609
+62
+4% +$21.8K 0.26% 91
2024
Q3 		$513K Sell
1,547
-68
-4% -$20.8K 0.25% 86
2024
Q2 		$506K Buy
1,615
+104
+7% +$33.6K 0.38% 55
2024
Q1 		$472K Sell
1,511
-70
-4% -$19.1K 0.5% 60
2023
Q4 		$381K Sell
1,581
-210
-12% -$46.4K 0.42% 76
2023
Q3 		$382K Sell
1,791
-75
-4% -$16.2K 0.45% 69
2023
Q2 		$375K Buy
1,866
+8
+0.4% +$1.41K 0.42% 78
2023
Q1 		$318K Sell
1,858
-550
-23% -$91.6K 0.36% 81
2022
Q4 		$378K Buy
+2,408
New +$369K 0.47% 63

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Eaton (ETN) in Q2 2026, closing a stake of 1,936 shares — an estimated $692K sold.

Redwood Wealth Management Group first reported a position in ETN in Q4 2022 and held it in 14 quarters. The position peaked at $754K in Q3 2025. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,936 Eaton shares in Q2 2026, an estimated $692K.
  • Redwood Wealth Management Group first reported a position in Eaton in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Eaton position peaked at $754K in Q3 2025.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.