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 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%	-$1.75K	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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Valued Wealth Advisors increased its Eaton (ETN) stake by 3.3% in Q2 2026, buying an estimated $2.42K and bringing the position to 187 shares worth $79.7K. The position accounts for 0.03% of the portfolio, ranked #84.

Valued Wealth Advisors first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Valued Wealth Advisors held 187 shares of Eaton worth $79.7K as of Q2 2026.
Valued Wealth Advisors bought 6 Eaton shares in Q2 2026, an estimated $2.42K.
Eaton made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Valued Wealth Advisors first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.