Valued Wealth Advisors’s Eaton ETN Stock Holding History

Valued Wealth 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 Q3	$79.1K	Sell	184 -3	-2%	-$1.25K	0.03%	83
2026 Q2	$79.7K	Buy	187 +6	+3%	+$2.42K	0.03%	84
2026 Q1	$64.7K	Buy	181 +17	+10%	+$6.05K	0.03%	88
2025 Q4	$52.2K	Hold	164	–	–	0.02%	90
2025 Q3	$61.4K	Hold	164	–	–	0.03%	75
2025 Q2	$58.5K	Hold	164	–	–	0.03%	75
2025 Q1	$44.6K	Hold	164	–	–	0.03%	93
2024 Q4	$54.4K	Sell	164 -5	-3%	-$1.76K	0.03%	82
2024 Q3	$56K	Buy	169 +2	+1%	+$611	0.04%	69
2024 Q2	$52.4K	Buy	167 +4	+2%	+$1.29K	0.04%	71
2024 Q1	$51K	Buy	163 +19	+13%	+$5.2K	0.04%	67
2023 Q4	$30.7K	Buy	+144	New	+$31.8K	0.03%	69

Other funds holding ETN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valued Wealth Advisors's ETN Position: Q3 2026 in Review

Valued Wealth Advisors reduced its Eaton (ETN) stake by 1.6% in Q3 2026, selling an estimated $1.25K and leaving 184 shares worth $79.1K. The position accounts for 0.03% of the portfolio, ranked #83.

Valued Wealth Advisors first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. The position peaked at $79.7K in Q2 2026. 1,659 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Valued Wealth Advisors held 184 shares of Eaton worth $79.1K as of Q3 2026.
Valued Wealth Advisors sold 3 Eaton shares in Q3 2026, an estimated $1.25K.
Eaton made up 0.03% of Valued Wealth Advisors's portfolio in Q3 2026, its #83 holding.
Valued Wealth Advisors first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
Valued Wealth Advisors's Eaton position peaked at $79.7K in Q2 2026.
1,659 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.