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WESPAC Advisors SoCal’s Eaton ETN Stock Holding History

WESPAC Advisors SoCal’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 		$10.1M Buy
23,805
+1,458
+7% +$588K 1.81% 24
2026
Q1 		$7.99M Buy
22,347
+2,522
+13% +$898K 1.7% 21
2025
Q4 		$6.31M Buy
19,825
+2,619
+15% +$928K 1.27% 29
2025
Q3 		$6.44M Sell
17,206
-474
-3% -$172K 1.31% 32
2025
Q2 		$6.31M Sell
17,680
-11,804
-40% -$3.64M 1.41% 30
2025
Q1 		$8.01M Buy
29,484
+6,859
+30% +$2.14M 2.09% 18
2024
Q4 		$7.51M Buy
22,625
+8,021
+55% +$2.82M 1.7% 22
2024
Q3 		$4.84M Buy
+14,604
New +$4.46M 1.12% 30
2019
Q2 		– Sell
-300
Closed -$24K – 154
2019
Q1 		$24K Buy
+300
New +$22.9K 0.01% 159
2018
Q4 		– Hold
0
– – – 178
2018
Q3 		– Hold
0
– – – 163

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

WESPAC Advisors SoCal's ETN Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Eaton (ETN) stake by 6.5% in Q2 2026, buying an estimated $588K and bringing the position to 23,805 shares worth $10.1M. The position accounts for 1.81% of the portfolio, ranked #24.

WESPAC Advisors SoCal first reported a position in ETN in Q1 2019 and has held it in 9 quarters since. 538 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • WESPAC Advisors SoCal held 23,805 shares of Eaton worth $10.1M as of Q2 2026.
  • WESPAC Advisors SoCal bought 1,458 Eaton shares in Q2 2026, an estimated $588K.
  • Eaton made up 1.81% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #24 holding.
  • WESPAC Advisors SoCal first reported a position in Eaton in Q1 2019 and has held it in 9 quarters since.
  • 538 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.