Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$226K Buy
+530
New +$214K 0.01% 246
2025
Q4
Sell
-622
Closed -$233K 262
2025
Q3
$233K Buy
+622
New +$226K 0.01% 224
2023
Q2
Sell
-282
Closed -$48.3K 858
2023
Q1
$48.3K Buy
282
+1
+0.4% +$166 0.01% 443
2022
Q4
$44.1K Buy
281
+54
+24% +$8.28K 0.01% 442
2022
Q3
$30K Buy
227
+6
+3% +$840 ﹤0.01% 515
2022
Q2
$28K Sell
221
-145
-40% -$20.3K ﹤0.01% 539
2022
Q1
$55K Sell
366
-81
-18% -$12.7K 0.01% 380
2021
Q4
$77K Buy
447
+79
+21% +$13.1K 0.01% 310
2021
Q3
$55K Buy
368
+49
+15% +$7.83K 0.01% 391
2021
Q2
$47K Buy
319
+104
+48% +$15K 0.01% 404
2021
Q1
$30K Buy
215
+113
+111% +$14.6K 0.01% 481
2020
Q4
$12K Hold
102
0.01% 598
2020
Q3
$10K Hold
102
﹤0.01% 580
2020
Q2
$9K Buy
102
+9
+10% +$741 ﹤0.01% 595
2020
Q1
$7K Sell
93
-22
-19% -$2.02K ﹤0.01% 636
2019
Q4
$11K Buy
115
+25
+28% +$2.22K ﹤0.01% 685
2019
Q3
$7K Hold
90
﹤0.01% 718
2019
Q2
$7K Buy
90
+30
+50% +$2.43K ﹤0.01% 691
2019
Q1
$5K Sell
60
-23
-28% -$1.75K ﹤0.01% 782
2018
Q4
$6K Sell
83
-253
-75% -$18.9K ﹤0.01% 725
2018
Q3
$29K Buy
336
+153
+84% +$12.5K 0.01% 423
2018
Q2
$14K Buy
183
+134
+273% +$10.4K 0.01% 568
2018
Q1
$4K Hold
49
﹤0.01% 776
2017
Q4
$4K Sell
49
-74
-60% -$5.75K ﹤0.01% 826
2017
Q3
$9K Hold
123
﹤0.01% 618
2017
Q2
$10K Buy
123
+74
+151% +$5.64K 0.01% 593
2017
Q1
$4K Hold
49
﹤0.01% 759
2016
Q4
$3K Hold
49
﹤0.01% 905
2016
Q3
$3K Hold
49
﹤0.01% 853
2016
Q2
$3K Sell
49
-200
-80% -$12.3K ﹤0.01% 831
2016
Q1
$16K Hold
249
0.01% 481
2015
Q4
$13K Sell
249
-10
-4% -$542 0.01% 511
2015
Q3
$13K Hold
259
0.01% 457
2015
Q2
$17K Buy
259
+200
+339% +$14.1K 0.01% 427
2015
Q1
$4K Hold
59
﹤0.01% 605
2014
Q4
$4K Hold
59
﹤0.01% 601
2014
Q3
$4K Hold
59
﹤0.01% 605
2014
Q2
$5K Hold
59
﹤0.01% 584
2014
Q1
$4K Buy
+59
New +$4.35K ﹤0.01% 595

Other funds holding ETN

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

TCI Wealth Advisors opened a new position in Eaton (ETN) in Q2 2026: 530 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in ETN as recently as Q3 2025.

TCI Wealth Advisors first reported a position in ETN in Q1 2014 and has held it in 39 quarters since. The position peaked at $233K in Q3 2025. 1,258 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • TCI Wealth Advisors held 530 shares of Eaton worth $226K as of Q2 2026.
  • Eaton was a new TCI Wealth Advisors position in Q2 2026.
  • Eaton made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #246 holding.
  • TCI Wealth Advisors first reported a position in Eaton in Q1 2014 and has held it in 39 quarters since.
  • TCI Wealth Advisors's Eaton position peaked at $233K in Q3 2025.
  • 1,258 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.