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Weitzel Financial Services’s Eaton ETN Stock Holding History

Weitzel Financial 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
2026
Q2 		$4.92M Sell
50,790
-271
-0.5% -$109K 1.67% 16
2026
Q1 		$4.05M Buy
51,061
+50,313
+6,726% +$17.9M 1.53% 17
2025
Q4 		$245K Hold
748
– – 0.09% 46
2025
Q3 		$278K Hold
748
– – 0.11% 41
2025
Q2 		$269K Buy
+748
New +$230K 0.11% 38
2025
Q1 		– Sell
-748
Closed -$252K – 40
2024
Q4 		$252K Hold
748
– – 0.12% 38
2024
Q3 		$246K Hold
748
– – 0.12% 39
2024
Q2 		$234K Hold
748
– – 0.12% 36
2024
Q1 		$234K Buy
+748
New +$205K 0.12% 34

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

Weitzel Financial Services's ETN Position: Q2 2026 in Review

Weitzel Financial Services reduced its Eaton (ETN) stake by 0.53% in Q2 2026, selling an estimated $109K and leaving 50,790 shares worth $4.92M. The position accounts for 1.67% of the portfolio, ranked #16.

Weitzel Financial Services first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Weitzel Financial Services held 50,790 shares of Eaton worth $4.92M as of Q2 2026.
  • Weitzel Financial Services sold 271 Eaton shares in Q2 2026, an estimated $109K.
  • Eaton made up 1.67% of Weitzel Financial Services's portfolio in Q2 2026, its #16 holding.
  • Weitzel Financial Services first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.