WFAG
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Wescott Financial Advisory Group’s Eaton ETN Stock Holding History

Wescott Financial Advisory Group’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 		$255K Buy
598
+36
+6% +$14.5K 0.02% 177
2026
Q1 		$201K Buy
+562
New +$200K 0.02% 188

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

Wescott Financial Advisory Group's ETN Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Eaton (ETN) stake by 6.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 598 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #177.

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

  • Wescott Financial Advisory Group held 598 shares of Eaton worth $255K as of Q2 2026.
  • Wescott Financial Advisory Group bought 36 Eaton shares in Q2 2026, an estimated $14.5K.
  • Eaton made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #177 holding.
  • Wescott Financial Advisory Group first reported a position in Eaton in Q1 2026 and has held it in 2 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.