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Smallwood Wealth Investment Management’s Eaton ETN Stock Holding History

Smallwood Wealth Investment 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 		$107K Hold
250
– – 0.05% 137
2026
Q1 		$89.4K Hold
250
– – 0.05% 132
2025
Q4 		$79.6K Hold
250
– – 0.04% 134
2025
Q3 		$93.6K Hold
250
– – 0.05% 126
2025
Q2 		$89.2K Hold
250
– – 0.05% 123
2025
Q1 		$68K Buy
+250
New +$77.8K 0.04% 136

Other funds holding ETN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smallwood Wealth Investment Management's ETN Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Eaton (ETN) position steady in Q2 2026 at 250 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #137.

Smallwood Wealth Investment Management first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. 1,520 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Smallwood Wealth Investment Management held 250 shares of Eaton worth $107K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #137 holding.
  • Smallwood Wealth Investment Management first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.