WAG
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Wilkerson Advisory Group’s Eaton ETN Stock Holding History

Wilkerson 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 		$194K Sell
455
-46
-9% -$18.6K 0.06% 102
2026
Q1 		$179K Buy
501
+471
+1,570% +$168K 0.06% 105
2025
Q4 		$9.55K Buy
+30
New +$10.6K ﹤0.01% 337

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

Wilkerson Advisory Group's ETN Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Eaton (ETN) stake by 9.2% in Q2 2026, selling an estimated $18.6K and leaving 455 shares worth $194K. The position accounts for 0.06% of the portfolio, ranked #102.

Wilkerson Advisory Group first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Wilkerson Advisory Group held 455 shares of Eaton worth $194K as of Q2 2026.
  • Wilkerson Advisory Group sold 46 Eaton shares in Q2 2026, an estimated $18.6K.
  • Eaton made up 0.06% of Wilkerson Advisory Group's portfolio in Q2 2026, its #102 holding.
  • Wilkerson Advisory Group first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • 892 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.