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Strategies Wealth Advisors’s Eaton ETN Stock Holding History

Strategies 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 		$356K Sell
836
-145
-15% -$58.5K 0.03% 145
2026
Q1 		$351K Sell
981
-1,019
-51% -$363K 0.04% 128
2025
Q4 		$637K Buy
2,000
+125
+7% +$44.3K 0.06% 79
2025
Q3 		$702K Buy
1,875
+639
+52% +$232K 0.07% 79
2025
Q2 		$441K Sell
1,236
-2,139
-63% -$659K 0.05% 115
2025
Q1 		$917K Buy
3,375
+2,099
+164% +$654K 0.11% 57
2024
Q4 		$394K Buy
+1,276
New +$448K 0.05% 94

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

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

Strategies Wealth Advisors reduced its Eaton (ETN) stake by 15% in Q2 2026, selling an estimated $58.5K and leaving 836 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #145.

Strategies Wealth Advisors first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $917K in Q1 2025. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Strategies Wealth Advisors held 836 shares of Eaton worth $356K as of Q2 2026.
  • Strategies Wealth Advisors sold 145 Eaton shares in Q2 2026, an estimated $58.5K.
  • Eaton made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Strategies Wealth Advisors first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's Eaton position peaked at $917K in Q1 2025.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.