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True Wealth Design’s Eaton ETN Stock Holding History

True Wealth Design’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 		$31.1K Sell
73
-14
-16% -$5.65K 0.01% 665
2026
Q1 		$31.1K Buy
87
+24
+38% +$8.54K 0.01% 545
2025
Q4 		$20.1K Sell
63
-4
-6% -$1.42K 0.01% 602
2025
Q3 		$25K Hold
67
– – 0.01% 532
2025
Q2 		$23.9K Buy
67
+32
+91% +$9.86K 0.01% 343
2025
Q1 		$9.47K Sell
35
-146
-81% -$45.5K ﹤0.01% 487
2024
Q4 		$60K Buy
181
+26
+17% +$9.13K 0.02% 137
2024
Q3 		$51.4K Buy
155
+146
+1,622% +$44.6K 0.02% 141
2024
Q2 		$2.82K Buy
9
+2
+29% +$646 ﹤0.01% 326
2024
Q1 		$2.19K Buy
7
+3
+75% +$820 ﹤0.01% 338
2023
Q4 		$964 Hold
4
– – ﹤0.01% 365
2023
Q3 		$854 Hold
4
– – ﹤0.01% 340
2023
Q2 		$805 Hold
4
– – ﹤0.01% 354
2023
Q1 		$686 Hold
4
– – ﹤0.01% 462
2022
Q4 		$628 Buy
+4
New +$613 ﹤0.01% 407

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

True Wealth Design's ETN Position: Q2 2026 in Review

True Wealth Design reduced its Eaton (ETN) stake by 16% in Q2 2026, selling an estimated $5.65K and leaving 73 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #665.

True Wealth Design first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. The position peaked at $60K in Q4 2024. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • True Wealth Design held 73 shares of Eaton worth $31.1K as of Q2 2026.
  • True Wealth Design sold 14 Eaton shares in Q2 2026, an estimated $5.65K.
  • Eaton made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #665 holding.
  • True Wealth Design first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Eaton position peaked at $60K in Q4 2024.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.