Wealth Enhancement Advisory Services
ETN icon

Wealth Enhancement Advisory Services’s Eaton ETN Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-7,800
Closed -$71.1K – 2998
2024
Q3 		$71.1K Buy
+7,800
New +$2.38M ﹤0.01% 2596
2024
Q1 		– Sell
-3,700
Closed -$12.9K – 2506
2023
Q4 		$12.9K Buy
+3,700
New +$817K ﹤0.01% 2275

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's ETN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton (ETN) stake by 15% in Q2 2026, buying an estimated $16.7M and bringing the position to 314,815 shares worth $128M. The position accounts for 0.21% of the portfolio, ranked #84.

Wealth Enhancement Advisory Services first reported a position in ETN in Q1 2023 and has held it in 14 quarters since. The position peaked at $207M in Q4 2024. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 314,815 shares of Eaton worth $128M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 41,424 Eaton shares in Q2 2026, an estimated $16.7M.
  • Eaton made up 0.21% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #84 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Eaton position peaked at $207M in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.