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Wetzel Investment Advisors’s Eaton ETN Stock Holding History

Wetzel Investment 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 		$1.13M Sell
2,648
-214
-7% -$86.3K 0.39% 41
2026
Q1 		$1.02M Sell
2,862
-50
-2% -$17.8K 0.41% 43
2025
Q4 		$928K Sell
2,912
-32
-1% -$11.3K 0.38% 43
2025
Q3 		$1.1M Sell
2,944
-9
-0.3% -$3.27K 0.47% 39
2025
Q2 		$1.05M Sell
2,953
-112
-4% -$34.5K 0.48% 37
2025
Q1 		$833K Sell
3,065
-36
-1% -$11.2K 0.42% 41
2024
Q4 		$1.03M Buy
3,101
+28
+0.9% +$9.83K 0.51% 38
2024
Q3 		$1.02M Buy
3,073
+44
+1% +$13.4K 0.51% 38
2024
Q2 		$947K Sell
3,029
-86
-3% -$27.8K 0.54% 36
2024
Q1 		$962K Sell
3,115
-73
-2% -$20K 0.57% 35
2023
Q4 		$768K Buy
+3,188
New +$704K 0.47% 39

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
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

Wetzel Investment Advisors's ETN Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Eaton (ETN) stake by 7.5% in Q2 2026, selling an estimated $86.3K and leaving 2,648 shares worth $1.13M. The position accounts for 0.39% of the portfolio, ranked #41.

Wetzel Investment Advisors first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wetzel Investment Advisors held 2,648 shares of Eaton worth $1.13M as of Q2 2026.
  • Wetzel Investment Advisors sold 214 Eaton shares in Q2 2026, an estimated $86.3K.
  • Eaton made up 0.39% of Wetzel Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Wetzel Investment Advisors first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.