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SOA Wealth Advisors’s Eaton ETN Stock Holding History

SOA 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 		$88K Buy
9,399
+9,199
+4,600% +$3.71M 0.01% 299
2026
Q1 		$71.5K Hold
200
– – 0.01% 314
2025
Q4 		$63.7K Hold
200
– – 0.01% 329
2025
Q3 		$74.8K Buy
200
+64
+47% +$23.3K 0.01% 318
2025
Q2 		$48.6K Buy
136
+36
+36% +$11.1K 0.01% 376
2025
Q1 		$27.2K Hold
100
– – 0.01% 420
2024
Q4 		$33.2K Hold
100
– – 0.01% 383
2024
Q3 		$33.1K Hold
100
– – 0.01% 377
2024
Q2 		$31.4K Hold
100
– – 0.01% 374
2024
Q1 		$31.3K Hold
100
– – 0.01% 370
2023
Q4 		$24.1K Hold
100
– – 0.01% 397
2023
Q3 		$21.3K Hold
100
– – 0.01% 407
2023
Q2 		$20.1K Hold
100
– – ﹤0.01% 429
2023
Q1 		$17.1K Hold
100
– – ﹤0.01% 450
2022
Q4 		$15.7K Hold
100
– – ﹤0.01% 449
2022
Q3 		$13K Sell
100
-2
-2% -$280 ﹤0.01% 466
2022
Q2 		$12K Hold
102
– – ﹤0.01% 467
2022
Q1 		$15K Hold
102
– – ﹤0.01% 513
2021
Q4 		$17K Hold
102
– – ﹤0.01% 469
2021
Q3 		$15K Buy
102
+2
+2% +$320 ﹤0.01% 503
2021
Q2 		$14K Sell
100
-8
-7% -$1.15K ﹤0.01% 514
2021
Q1 		$14K Sell
108
-5
-4% -$645 ﹤0.01% 456
2020
Q4 		$13K Buy
+113
New +$12.8K ﹤0.01% 466

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

SOA Wealth Advisors increased its Eaton (ETN) stake by 4,600% in Q2 2026, buying an estimated $3.71M and bringing the position to 9,399 shares worth $88K. The position accounts for 0.01% of the portfolio, ranked #299.

SOA Wealth Advisors first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. 618 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • SOA Wealth Advisors held 9,399 shares of Eaton worth $88K as of Q2 2026.
  • SOA Wealth Advisors bought 9,199 Eaton shares in Q2 2026, an estimated $3.71M.
  • Eaton made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • SOA Wealth Advisors first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
  • 618 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.