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Visionary Wealth Advisors’s Eaton ETN Stock Holding History

Visionary 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 		$790K Sell
1,853
-15
-0.8% -$6.05K 0.03% 349
2026
Q1 		$668K Buy
1,868
+63
+3% +$22.4K 0.03% 344
2025
Q4 		$575K Buy
1,805
+10
+0.6% +$3.54K 0.03% 357
2025
Q3 		$672K Buy
1,795
+7
+0.4% +$2.55K 0.03% 336
2025
Q2 		$638K Sell
1,788
-63
-3% -$19.4K 0.03% 325
2025
Q1 		$503K Sell
1,851
-40
-2% -$12.5K 0.03% 347
2024
Q4 		$628K Sell
1,891
-14
-0.7% -$4.91K 0.04% 320
2024
Q3 		$631K Sell
1,905
-9
-0.5% -$2.75K 0.04% 314
2024
Q2 		$600K Buy
1,914
+59
+3% +$19K 0.04% 301
2024
Q1 		$580K Hold
1,855
– – 0.04% 305
2023
Q4 		$447K Buy
1,855
+90
+5% +$19.9K 0.03% 334
2023
Q3 		$376K Buy
1,765
+55
+3% +$11.9K 0.03% 336
2023
Q2 		$344K Sell
1,710
-40
-2% -$7.04K 0.03% 343
2023
Q1 		$300K Sell
1,750
-71
-4% -$11.8K 0.03% 355
2022
Q4 		$286K Sell
1,821
-7
-0.4% -$1.07K 0.03% 333
2022
Q3 		$244K Buy
1,828
+7
+0.4% +$979 0.03% 334
2022
Q2 		$229K Buy
1,821
+92
+5% +$12.9K 0.02% 370
2022
Q1 		$262K Sell
1,729
-212
-11% -$33.2K 0.02% 359
2021
Q4 		$335K Buy
1,941
+374
+24% +$62K 0.03% 279
2021
Q3 		$234K Sell
1,567
-12
-0.8% -$1.92K 0.02% 277
2021
Q2 		$234K Sell
1,579
-594
-27% -$85.6K 0.02% 301
2021
Q1 		$300K Buy
2,173
+355
+20% +$45.8K 0.03% 252
2020
Q4 		$218K Buy
+1,818
New +$205K 0.02% 281

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Visionary Wealth Advisors reduced its Eaton (ETN) stake by 0.8% in Q2 2026, selling an estimated $6.05K and leaving 1,853 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #349.

Visionary Wealth Advisors first reported a position in ETN in Q4 2020 and has held it in 23 quarters since. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Visionary Wealth Advisors held 1,853 shares of Eaton worth $790K as of Q2 2026.
  • Visionary Wealth Advisors sold 15 Eaton shares in Q2 2026, an estimated $6.05K.
  • Eaton made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • Visionary Wealth Advisors first reported a position in Eaton in Q4 2020 and has held it in 23 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.