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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
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

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Retirement Wealth Solutions's ETN Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Eaton (ETN) stake by 12% in Q2 2026, selling an estimated $807 and leaving 15 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Retirement Wealth Solutions first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Retirement Wealth Solutions held 15 shares of Eaton worth $6.39K as of Q2 2026.
  • Retirement Wealth Solutions sold 2 Eaton shares in Q2 2026, an estimated $807.
  • Eaton made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #301 holding.
  • Retirement Wealth Solutions first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.