TWM
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Thrive Wealth Management’s Eaton ETN Stock Holding History

Thrive 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 		$349K Sell
819
-49
-6% -$19.8K 0.04% 169
2026
Q1 		$310K Sell
868
-59
-6% -$21K 0.05% 175
2025
Q4 		$295K Buy
927
+29
+3% +$10.3K 0.04% 182
2025
Q3 		$336K Buy
898
+16
+2% +$5.82K 0.05% 170
2025
Q2 		$315K Sell
882
-19
-2% -$5.85K 0.05% 171
2025
Q1 		$245K Buy
901
+151
+20% +$47K 0.05% 193
2024
Q4 		$249K Sell
750
-18
-2% -$6.32K 0.04% 170
2024
Q3 		$255K Sell
768
-4
-0.5% -$1.22K 0.05% 185
2024
Q2 		$242K Sell
772
-321
-29% -$104K 0.05% 188
2024
Q1 		$342K Sell
1,093
-103
-9% -$28.2K 0.07% 147
2023
Q4 		$288K Sell
1,196
-17
-1% -$3.75K 0.06% 149
2023
Q3 		$259K Buy
1,213
+66
+6% +$14.2K 0.07% 142
2023
Q2 		$231K Buy
+1,147
New +$202K 0.06% 163

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Thrive Wealth Management's ETN Position: Q2 2026 in Review

Thrive Wealth Management reduced its Eaton (ETN) stake by 5.6% in Q2 2026, selling an estimated $19.8K and leaving 819 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #169.

Thrive Wealth Management first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Thrive Wealth Management held 819 shares of Eaton worth $349K as of Q2 2026.
  • Thrive Wealth Management sold 49 Eaton shares in Q2 2026, an estimated $19.8K.
  • Eaton made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Thrive Wealth Management first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.