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Summit Wealth Group (Colorado)’s Eaton ETN Stock Holding History

Summit Wealth Group (Colorado)’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 		$384K Buy
901
+100
+12% +$40.3K 0.03% 254
2026
Q1 		$286K Buy
801
+110
+16% +$39.1K 0.03% 267
2025
Q4 		$220K Buy
+691
New +$245K 0.03% 257
2025
Q3 		– Sell
-668
Closed -$238K – 529
2025
Q2 		$238K Buy
+668
New +$206K 0.06% 210

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

Summit Wealth Group (Colorado)'s ETN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Eaton (ETN) stake by 12% in Q2 2026, buying an estimated $40.3K and bringing the position to 901 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #254.

Summit Wealth Group (Colorado) first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Summit Wealth Group (Colorado) held 901 shares of Eaton worth $384K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 100 Eaton shares in Q2 2026, an estimated $40.3K.
  • Eaton made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #254 holding.
  • Summit Wealth Group (Colorado) first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.