WAG
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Winthrop Advisory Group’s Eaton ETN Stock Holding History

Winthrop 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 		$210K Buy
+493
New +$199K 0.01% 210
2025
Q4 		– Sell
-606
Closed -$227K – 195
2025
Q3 		$227K Buy
+606
New +$220K 0.02% 169

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

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

Winthrop Advisory Group opened a new position in Eaton (ETN) in Q2 2026: 493 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in ETN as recently as Q3 2025.

Winthrop Advisory Group first reported a position in ETN in Q3 2025 and has held it in 2 quarters since. The position peaked at $227K in Q3 2025. 538 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Winthrop Advisory Group held 493 shares of Eaton worth $210K as of Q2 2026.
  • Eaton was a new Winthrop Advisory Group position in Q2 2026.
  • Eaton made up 0.01% of Winthrop Advisory Group's portfolio in Q2 2026, its #210 holding.
  • Winthrop Advisory Group first reported a position in Eaton in Q3 2025 and has held it in 2 quarters since.
  • Winthrop Advisory Group's Eaton position peaked at $227K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.