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Sax Wealth Advisors’s Eaton ETN Stock Holding History

Sax Wealth Advisors’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 		$901K Buy
2,520
+311
+14% +$125K 0.04% 245
2026
Q1 		$704K Sell
2,209
-144
-6% -$51.2K 0.03% 236
2025
Q4 		$749K Sell
2,353
-102
-4% -$36.1K 0.04% 236
2025
Q3 		$919K Buy
2,455
+230
+10% +$83.7K 0.05% 194
2025
Q2 		$794K Sell
2,225
-10
-0.4% -$3.08K 0.05% 197
2025
Q1 		$608K Sell
2,235
-57
-2% -$17.7K 0.04% 192
2024
Q4 		$761K Buy
2,292
+247
+12% +$86.7K 0.06% 146
2024
Q3 		$678K Buy
2,045
+335
+20% +$102K 0.06% 128
2024
Q2 		$536K Buy
1,710
+481
+39% +$155K 0.05% 137
2024
Q1 		$384K Hold
1,229
– – 0.04% 133
2023
Q4 		$296K Sell
1,229
-47
-4% -$10.4K 0.05% 149
2023
Q3 		$272K Hold
1,276
– – 0.05% 143
2023
Q2 		$257K Hold
1,276
– – 0.05% 147
2023
Q1 		$219K Hold
1,276
– – 0.05% 163
2022
Q4 		$200K Buy
+1,276
New +$196K 0.05% 162
2022
Q1 		– Sell
-1,276
Closed -$221K – 177
2021
Q4 		$221K Buy
+1,276
New +$211K 0.05% 166

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sax Wealth Advisors's ETN Position: Q2 2026 in Review

Sax Wealth Advisors increased its Eaton (ETN) stake by 14% in Q2 2026, buying an estimated $125K and bringing the position to 2,520 shares worth $901K. The position accounts for 0.04% of the portfolio, ranked #245.

Sax Wealth Advisors first reported a position in ETN in Q4 2021 and has held it in 16 quarters since. The position peaked at $919K in Q3 2025. 1,004 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sax Wealth Advisors held 2,520 shares of Eaton worth $901K as of Q2 2026.
  • Sax Wealth Advisors bought 311 Eaton shares in Q2 2026, an estimated $125K.
  • Eaton made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • Sax Wealth Advisors first reported a position in Eaton in Q4 2021 and has held it in 16 quarters since.
  • Sax Wealth Advisors's Eaton position peaked at $919K in Q3 2025.
  • 1,004 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.