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WMG Financial Advisors’s Eaton ETN Stock Holding History

WMG Financial 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 		$227K Buy
+532
New +$215K 0.09% 89
2025
Q4 		– Sell
-575
Closed -$215K – 127
2025
Q3 		$215K Buy
+575
New +$209K 0.07% 193

Other funds holding ETN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WMG Financial Advisors's ETN Position: Q2 2026 in Review

WMG Financial Advisors opened a new position in Eaton (ETN) in Q2 2026: 532 shares worth $227K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings. This is a return to the name: WMG Financial Advisors previously reported a position in ETN as recently as Q3 2025.

WMG Financial Advisors first reported a position in ETN in Q3 2025 and has held it in 2 quarters since. 1,508 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • WMG Financial Advisors held 532 shares of Eaton worth $227K as of Q2 2026.
  • Eaton was a new WMG Financial Advisors position in Q2 2026.
  • Eaton made up 0.09% of WMG Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • WMG Financial Advisors first reported a position in Eaton in Q3 2025 and has held it in 2 quarters since.
  • 1,508 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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