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Sound View Wealth Advisors Group’s Eaton ETN Stock Holding History

Sound View Wealth Advisors Group’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 		$1.5M Buy
3,519
+15
+0.4% +$6.05K 0.09% 156
2026
Q1 		$1.25M Sell
3,504
-9
-0.3% -$3.2K 0.09% 165
2025
Q4 		$1.12M Sell
3,513
-84
-2% -$29.8K 0.08% 179
2025
Q3 		$1.35M Sell
3,597
-70
-2% -$25.5K 0.09% 166
2025
Q2 		$1.31M Buy
3,667
+16
+0.4% +$4.93K 0.1% 163
2025
Q1 		$992K Buy
3,651
+64
+2% +$19.9K 0.08% 175
2024
Q4 		$1.19M Buy
3,587
+38
+1% +$13.3K 0.1% 166
2024
Q3 		$1.18M Sell
3,549
-87
-2% -$26.6K 0.1% 167
2024
Q2 		$1.14M Buy
3,636
+276
+8% +$89.1K 0.12% 151
2024
Q1 		$1.05M Sell
3,360
-119
-3% -$32.5K 0.11% 158
2023
Q4 		$838K Sell
3,479
-176
-5% -$38.8K 0.09% 178
2023
Q3 		$780K Buy
3,655
+155
+4% +$33.4K 0.1% 173
2023
Q2 		$704K Sell
3,500
-63
-2% -$11.1K 0.09% 183
2023
Q1 		$610K Buy
3,563
+84
+2% +$14K 0.08% 194
2022
Q4 		$838K Buy
3,479
+1,123
+48% +$172K 0.09% 178
2022
Q3 		$314K Sell
2,356
-49
-2% -$6.86K 0.07% 204
2022
Q2 		$303K Hold
2,405
– – 0.06% 221
2022
Q1 		$365K Buy
2,405
+174
+8% +$27.2K 0.07% 209
2021
Q4 		$386K Sell
2,231
-1
-0% -$166 0.07% 202
2021
Q3 		$333K Buy
2,232
+19
+0.9% +$3.04K 0.07% 216
2021
Q2 		$328K Buy
2,213
+13
+0.6% +$1.87K 0.07% 222
2021
Q1 		$304K Sell
2,200
-142
-6% -$18.3K 0.07% 217
2020
Q4 		$281K Buy
2,342
+4
+0.2% +$452 0.07% 211
2020
Q3 		$239K Hold
2,338
– – 0.06% 221
2020
Q2 		$205K Buy
+2,338
New +$192K 0.06% 231

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sound View Wealth Advisors Group's ETN Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Eaton (ETN) stake by 0.43% in Q2 2026, buying an estimated $6.05K and bringing the position to 3,519 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #156.

Sound View Wealth Advisors Group first reported a position in ETN in Q2 2020 and has held it in 25 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sound View Wealth Advisors Group held 3,519 shares of Eaton worth $1.5M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 15 Eaton shares in Q2 2026, an estimated $6.05K.
  • Eaton made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #156 holding.
  • Sound View Wealth Advisors Group first reported a position in Eaton in Q2 2020 and has held it in 25 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.