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Wellspring Financial Advisors’s Eaton ETN Stock Holding History

Wellspring Financial 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 		$472K Hold
1,108
– – 0.03% 173
2026
Q1 		$396K Sell
1,108
-43
-4% -$15.3K 0.03% 183
2025
Q4 		$367K Buy
+1,151
New +$408K 0.03% 171
2024
Q2 		– Sell
-681
Closed -$213K – 153
2024
Q1 		$213K Buy
+681
New +$186K 0.03% 123

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wellspring Financial Advisors's ETN Position: Q2 2026 in Review

Wellspring Financial Advisors held its Eaton (ETN) position steady in Q2 2026 at 1,108 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #173.

Wellspring Financial Advisors first reported a position in ETN in Q1 2024 and has held it in 4 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wellspring Financial Advisors held 1,108 shares of Eaton worth $472K as of Q2 2026.
  • Wellspring Financial Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #173 holding.
  • Wellspring Financial Advisors first reported a position in Eaton in Q1 2024 and has held it in 4 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.