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TrueWealth Advisors’s Eaton ETN Stock Holding History

TrueWealth 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 		$637K Sell
1,494
-11
-0.7% -$4.44K 0.14% 128
2026
Q1 		$538K Sell
1,505
-134
-8% -$47.7K 0.14% 134
2025
Q4 		$522K Sell
1,639
-88
-5% -$31.2K 0.14% 127
2025
Q3 		$646K Buy
1,727
+91
+6% +$33.1K 0.17% 112
2025
Q2 		$584K Sell
1,636
-63
-4% -$19.4K 0.17% 107
2025
Q1 		$462K Sell
1,699
-9
-0.5% -$2.8K 0.15% 115
2024
Q4 		$567K Sell
1,708
-58
-3% -$20.4K 0.19% 99
2024
Q3 		$585K Sell
1,766
-59
-3% -$18K 0.2% 95
2024
Q2 		$572K Sell
1,825
-48
-3% -$15.5K 0.21% 87
2024
Q1 		$586K Sell
1,873
-75
-4% -$20.5K 0.23% 81
2023
Q4 		$469K Sell
1,948
-108
-5% -$23.8K 0.18% 92
2023
Q3 		$439K Sell
2,056
-47
-2% -$10.1K 0.19% 92
2023
Q2 		$423K Buy
2,103
+201
+11% +$35.4K 0.17% 96
2023
Q1 		$326K Buy
1,902
+322
+20% +$53.6K 0.14% 123
2022
Q4 		$248K Buy
+1,580
New +$242K 0.11% 149
2022
Q2 		– Sell
-1,200
Closed -$207K – 177
2022
Q1 		$207K Hold
1,200
– – 0.09% 169
2021
Q4 		$207K Buy
+1,200
New +$199K 0.09% 169

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

TrueWealth Advisors's ETN Position: Q2 2026 in Review

TrueWealth Advisors reduced its Eaton (ETN) stake by 0.73% in Q2 2026, selling an estimated $4.44K and leaving 1,494 shares worth $637K. The position accounts for 0.14% of the portfolio, ranked #128.

TrueWealth Advisors first reported a position in ETN in Q4 2021 and has held it in 17 quarters since. The position peaked at $646K in Q3 2025. 982 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • TrueWealth Advisors held 1,494 shares of Eaton worth $637K as of Q2 2026.
  • TrueWealth Advisors sold 11 Eaton shares in Q2 2026, an estimated $4.44K.
  • Eaton made up 0.14% of TrueWealth Advisors's portfolio in Q2 2026, its #128 holding.
  • TrueWealth Advisors first reported a position in Eaton in Q4 2021 and has held it in 17 quarters since.
  • TrueWealth Advisors's Eaton position peaked at $646K in Q3 2025.
  • 982 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.