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Strait & Sound Wealth Management’s Eaton ETN Stock Holding History

Strait & Sound 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 		$500K Hold
1,173
– – 0.18% 99
2026
Q1 		$420K Hold
1,173
– – 0.16% 105
2025
Q4 		$374K Hold
1,173
– – 0.14% 107
2025
Q3 		$439K Hold
1,173
– – 0.17% 94
2025
Q2 		$419K Buy
1,173
+50
+4% +$15.4K 0.18% 96
2025
Q1 		$305K Hold
1,123
– – 0.14% 117
2024
Q4 		$373K Sell
1,123
-86
-7% -$30.2K 0.17% 97
2024
Q3 		$401K Sell
1,209
-90
-7% -$27.5K 0.19% 90
2024
Q2 		$407K Sell
1,299
-3
-0.2% -$969 0.21% 81
2024
Q1 		$413K Hold
1,302
– – 0.23% 73
2023
Q4 		$309K Hold
1,302
– – 0.19% 92
2023
Q3 		$278K Sell
1,302
-29
-2% -$6.25K 0.24% 96
2023
Q2 		$268K Sell
1,331
-659
-33% -$116K 0.27% 84
2023
Q1 		$341K Hold
1,990
– – 0.34% 71
2022
Q4 		$323K Buy
+1,990
New +$305K 0.35% 73

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

Strait & Sound Wealth Management's ETN Position: Q2 2026 in Review

Strait & Sound Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 1,173 shares worth $500K. The position accounts for 0.18% of the portfolio, ranked #99.

Strait & Sound Wealth Management first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Strait & Sound Wealth Management held 1,173 shares of Eaton worth $500K as of Q2 2026.
  • Strait & Sound Wealth Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.18% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Strait & Sound Wealth Management first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.