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 Q3	$520K	Buy	1,210 +5	+0.4%	+$2.09K	0.05%	282
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Sheets Smith Wealth Management's ETN Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Eaton (ETN) stake by 0.41% in Q3 2026, buying an estimated $2.09K and bringing the position to 1,210 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #282.

Sheets Smith Wealth Management first reported a position in ETN in Q1 2021 and has held it in 19 quarters since. 1,365 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Sheets Smith Wealth Management held 1,210 shares of Eaton worth $520K as of Q3 2026.
Sheets Smith Wealth Management bought 5 Eaton shares in Q3 2026, an estimated $2.09K.
Eaton made up 0.05% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #282 holding.
Sheets Smith Wealth Management first reported a position in Eaton in Q1 2021 and has held it in 19 quarters since.
1,365 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.