Sheets Smith Wealth Management’s Eaton ETN Stock Holding History

Sheets Smith Wealth Management’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	$513K	Sell	1,205 -1	-0.1%	-$403	0.05%	297
2026 Q1	$431K	Buy	1,206 +21	+2%	+$7.47K	0.05%	310
2025 Q4	$377K	Buy	1,185 +39	+3%	+$13.8K	0.04%	316
2025 Q3	$429K	Hold	1,146	–	–	0.05%	299
2025 Q2	$409K	Buy	1,146 +107	+10%	+$33K	0.05%	305
2025 Q1	$282K	Hold	1,039	–	–	0.04%	307
2024 Q4	$345K	Hold	1,039	–	–	0.04%	303
2024 Q3	$344K	Hold	1,039	–	–	0.04%	302
2024 Q2	$326K	Hold	1,039	–	–	0.04%	305
2024 Q1	$325K	Buy	1,039 +17	+2%	+$4.65K	0.04%	311
2023 Q4	$246K	Hold	1,022	–	–	0.04%	307
2023 Q3	$218K	Hold	1,022	–	–	0.03%	299
2023 Q2	$206K	Buy	+1,022	New	+$180K	0.03%	311
2022 Q2	–	Sell	-1,466	Closed	-$222K	–	317
2022 Q1	$222K	Hold	1,466	–	–	0.03%	325
2021 Q4	$253K	Sell	1,466 -2	-0.1%	-$331	0.03%	331
2021 Q3	$219K	Buy	1,468 +2	+0.1%	+$320	0.03%	343
2021 Q2	$217K	Hold	1,466	–	–	0.03%	342
2021 Q1	$203K	Buy	+1,466	New	+$189K	0.03%	319

Other funds holding ETN

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Sheets Smith Wealth Management's ETN Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Eaton (ETN) stake by 0.08% in Q2 2026, selling an estimated $403 and leaving 1,205 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #297.

Sheets Smith Wealth Management first reported a position in ETN in Q1 2021 and has held it in 18 quarters since. 443 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Sheets Smith Wealth Management held 1,205 shares of Eaton worth $513K as of Q2 2026.
Sheets Smith Wealth Management sold 1 Eaton share in Q2 2026, an estimated $403.
Eaton made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #297 holding.
Sheets Smith Wealth Management first reported a position in Eaton in Q1 2021 and has held it in 18 quarters since.
443 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.