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Shelton Wealth Management’s Eaton ETN Stock Holding History

Shelton 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 		– Sell
-4,252
Closed -$1.52M – 152
2026
Q1 		$1.52M Sell
4,252
-262
-6% -$93.2K 0.67% 42
2025
Q4 		$1.44M Buy
4,514
+286
+7% +$101K 0.62% 48
2025
Q3 		$1.58M Sell
4,228
-24
-0.6% -$8.73K 0.72% 42
2025
Q2 		$1.52M Buy
4,252
+1,257
+42% +$387K 0.73% 39
2025
Q1 		$814K Buy
2,995
+28
+0.9% +$8.72K 0.44% 81
2024
Q4 		$985K Buy
2,967
+100
+3% +$35.1K 0.51% 72
2024
Q3 		$950K Buy
+2,867
New +$876K 0.52% 64
2024
Q2 		– Sell
-2,269
Closed -$709K – 144
2024
Q1 		$709K Buy
+2,269
New +$620K 0.45% 55

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
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
Assenagon Asset Management
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

Shelton Wealth Management's ETN Position: Q2 2026 in Review

Shelton Wealth Management sold out of Eaton (ETN) in Q2 2026, closing a stake of 4,252 shares — an estimated $1.52M sold.

Shelton Wealth Management first reported a position in ETN in Q1 2024 and held it in 8 quarters. The position peaked at $1.58M in Q3 2025. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Shelton Wealth Management reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 4,252 Eaton shares in Q2 2026, an estimated $1.52M.
  • Shelton Wealth Management first reported a position in Eaton in Q1 2024 and held it in 8 quarters.
  • Shelton Wealth Management's Eaton position peaked at $1.58M in Q3 2025.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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