Wealthcare Advisory Partners’s Eaton ETN Stock Holding History

Wealthcare Advisory Partners’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	$3.84M	Sell	9,012 -365	-4%	-$147K	0.07%	221
2026 Q1	$3.35M	Buy	9,377 +57	+0.6%	+$20.3K	0.07%	258
2025 Q4	$2.97M	Buy	9,320 +933	+11%	+$331K	0.06%	273
2025 Q3	$3.14M	Buy	8,387 +170	+2%	+$61.8K	0.07%	244
2025 Q2	$2.93M	Buy	8,217 +2,417	+42%	+$744K	0.07%	244
2025 Q1	$1.58M	Buy	5,800 +139	+2%	+$43.3K	0.04%	343
2024 Q4	$1.88M	Buy	5,661 +446	+9%	+$157K	0.05%	285
2024 Q3	$1.73M	Buy	5,215 +184	+4%	+$56.2K	0.05%	297
2024 Q2	$1.58M	Buy	5,031 +1,228	+32%	+$396K	0.05%	281
2024 Q1	$1.19M	Buy	3,803 +614	+19%	+$168K	0.04%	331
2023 Q4	$768K	Buy	3,189 +1,777	+126%	+$392K	0.03%	386
2023 Q3	$301K	Sell	1,412 -41	-3%	-$8.84K	0.01%	551
2023 Q2	$292K	Sell	1,453 -46	-3%	-$8.09K	0.01%	568
2023 Q1	$257K	Buy	1,499 +37	+3%	+$6.16K	0.01%	630
2022 Q4	$229K	Buy	+1,462	New	+$224K	0.01%	614
2022 Q1	–	Sell	-1,404	Closed	-$243K	–	556
2021 Q4	$243K	Sell	1,404 -2,250	-62%	-$373K	0.01%	492
2021 Q3	$546K	Buy	3,654 +1,000	+38%	+$160K	0.04%	300
2021 Q2	$393K	Sell	2,654 -589	-18%	-$84.9K	0.03%	365
2021 Q1	$448K	Buy	3,243 +627	+24%	+$80.8K	0.03%	313
2020 Q4	$314K	Buy	+2,616	New	+$296K	0.03%	312
2020 Q2	–	Sell	-571	Closed	-$44K	–	627
2020 Q1	$44K	Sell	571 -165	-22%	-$15.1K	0.01%	534
2019 Q4	$70K	Sell	736 -77	-9%	-$6.84K	0.01%	478
2019 Q3	$68K	Sell	813 -50	-6%	-$4.05K	0.01%	468
2019 Q2	$72K	Buy	863 +369	+75%	+$29.9K	0.01%	437
2019 Q1	$40K	Hold	494	–	–	0.01%	513
2018 Q4	$34K	Hold	494	–	–	0.01%	514
2018 Q3	$43K	Sell	494 -166	-25%	-$13.6K	0.01%	504
2018 Q2	$49K	Sell	660 -300	-31%	-$23.2K	0.01%	467
2018 Q1	$77K	Sell	960 -207	-18%	-$17K	0.02%	320
2017 Q4	$92K	Buy	1,167 +7	+0.6%	+$544	0.02%	272
2017 Q3	$89K	Buy	+1,160	New	+$87.5K	0.03%	228

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealthcare Advisory Partners's ETN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Eaton (ETN) stake by 3.9% in Q2 2026, selling an estimated $147K and leaving 9,012 shares worth $3.84M. The position accounts for 0.07% of the portfolio, ranked #221.

Wealthcare Advisory Partners first reported a position in ETN in Q3 2017 and has held it in 31 quarters since. 958 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Wealthcare Advisory Partners held 9,012 shares of Eaton worth $3.84M as of Q2 2026.
Wealthcare Advisory Partners sold 365 Eaton shares in Q2 2026, an estimated $147K.
Eaton made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #221 holding.
Wealthcare Advisory Partners first reported a position in Eaton in Q3 2017 and has held it in 31 quarters since.
958 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.