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Wealth Preservation Advisors’s Eaton ETN Stock Holding History

Wealth Preservation 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 		– Sell
-123
Closed -$44K – 349
2026
Q1 		$44K Sell
123
-314
-72% -$112K 0.04% 184
2025
Q4 		$139K Hold
437
– – 0.07% 114
2025
Q3 		$164K Sell
437
-7
-2% -$2.55K 0.1% 94
2025
Q2 		$159K Buy
444
+7
+2% +$2.16K 0.1% 100
2025
Q1 		$119K Buy
+437
New +$136K 0.08% 113

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

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

Wealth Preservation Advisors sold out of Eaton (ETN) in Q2 2026, closing a stake of 123 shares — an estimated $44K sold.

Wealth Preservation Advisors first reported a position in ETN in Q1 2025 and held it in 5 quarters. The position peaked at $164K in Q3 2025. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 123 Eaton shares in Q2 2026, an estimated $44K.
  • Wealth Preservation Advisors first reported a position in Eaton in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Eaton position peaked at $164K in Q3 2025.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.