SOA Wealth Advisors
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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
Q3 		$64.3K Sell
9,342
-57
-0.6% -$23.8K 0.01% 344
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SOA Wealth Advisors's ETN Position: Q3 2026 in Review

SOA Wealth Advisors reduced its Eaton (ETN) stake by 0.61% in Q3 2026, selling an estimated $23.8K and leaving 9,342 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #344.

SOA Wealth Advisors first reported a position in ETN in Q4 2020 and has held it in 24 quarters since. The position peaked at $88K in Q2 2026. 1,908 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • SOA Wealth Advisors held 9,342 shares of Eaton worth $64.3K as of Q3 2026.
  • SOA Wealth Advisors sold 57 Eaton shares in Q3 2026, an estimated $23.8K.
  • Eaton made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #344 holding.
  • SOA Wealth Advisors first reported a position in Eaton in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Eaton position peaked at $88K in Q2 2026.
  • 1,908 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.