WMA
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West Michigan Advisors’s Eaton ETN Stock Holding History

West Michigan 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 		$4.48M Sell
10,521
-385
-4% -$155K 0.85% 34
2026
Q1 		$3.9M Sell
10,906
-283
-3% -$101K 0.86% 28
2025
Q4 		$3.56M Buy
11,189
+819
+8% +$290K 0.82% 29
2025
Q3 		$3.88M Sell
10,370
-2,036
-16% -$741K 0.93% 17
2025
Q2 		$4.43M Buy
12,406
+298
+2% +$91.8K 1.25% 18
2025
Q1 		$3.29M Buy
12,108
+80
+0.7% +$24.9K 1.09% 26
2024
Q4 		$3.99M Sell
12,028
-191
-2% -$67K 1.21% 21
2024
Q3 		$4.05M Buy
12,219
+66
+0.5% +$20.2K 1.22% 21
2024
Q2 		$3.81M Buy
12,153
+200
+2% +$64.6K 1.21% 18
2024
Q1 		$3.74M Sell
11,953
-538
-4% -$147K 1.21% 18
2023
Q4 		$3.01M Buy
12,491
+476
+4% +$105K 1.14% 20
2023
Q3 		$2.56M Buy
12,015
+63
+0.5% +$13.6K 1.37% 21
2023
Q2 		$2.4M Buy
11,952
+1,578
+15% +$278K 0.96% 24
2023
Q1 		$1.78M Buy
10,374
+3,336
+47% +$555K 1.01% 21
2022
Q4 		$1.1M Sell
7,038
-239
-3% -$36.6K 0.8% 29
2022
Q3 		$971K Sell
7,277
-40
-0.5% -$5.6K 0.85% 32
2022
Q2 		$922K Buy
7,317
+462
+7% +$64.6K 0.79% 32
2022
Q1 		$1.04M Buy
6,855
+675
+11% +$106K 0.7% 31
2021
Q4 		$1.07M Buy
+6,180
New +$1.02M 0.8% 23

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 $3.38T AUM 44.17% 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

West Michigan Advisors's ETN Position: Q2 2026 in Review

West Michigan Advisors reduced its Eaton (ETN) stake by 3.5% in Q2 2026, selling an estimated $155K and leaving 10,521 shares worth $4.48M. The position accounts for 0.85% of the portfolio, ranked #34.

West Michigan Advisors first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • West Michigan Advisors held 10,521 shares of Eaton worth $4.48M as of Q2 2026.
  • West Michigan Advisors sold 385 Eaton shares in Q2 2026, an estimated $155K.
  • Eaton made up 0.85% of West Michigan Advisors's portfolio in Q2 2026, its #34 holding.
  • West Michigan Advisors first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.