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Retirement Wealth Solutions’s Eaton ETN Stock Holding History

Retirement Wealth Solutions’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 		$12.9K Buy
30
+15
+100% +$6.26K 0.01% 234
2026
Q2 		$6.39K Sell
15
-2
-12% -$807 ﹤0.01% 301
2026
Q1 		$6.08K Buy
17
+13
+325% +$4.63K ﹤0.01% 285
2025
Q4 		$1.27K Sell
4
-9
-69% -$3.19K ﹤0.01% 539
2025
Q3 		$4.87K Buy
+13
New +$4.73K ﹤0.01% 311

Other funds holding ETN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Retirement Wealth Solutions's ETN Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Eaton (ETN) stake by 100% in Q3 2026, buying an estimated $6.26K and bringing the position to 30 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #234.

Retirement Wealth Solutions first reported a position in ETN in Q3 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Retirement Wealth Solutions held 30 shares of Eaton worth $12.9K as of Q3 2026.
  • Retirement Wealth Solutions bought 15 Eaton shares in Q3 2026, an estimated $6.26K.
  • Eaton made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #234 holding.
  • Retirement Wealth Solutions first reported a position in Eaton in Q3 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.