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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

ETN holding history

Eaton Corp plc in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETN overviewAll 13F holders of ETNFull Q2 2026 holdings

Shares (Q2 2026)
53
Value
$22.6K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of ETN by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653$22.6K<0.1%−50−48.5%ReducedHolders
Q1 2026103$36.8K<0.1%+11+12.0%AddedHolders
Q4 202592$29.3K<0.1%00.0%UnchangedHolders
Q3 202592$34.4K<0.1%00.0%UnchangedHolders
Q2 202592$32.8K<0.1%00.0%UnchangedHolders
Q1 202592$25.0K<0.1%+92NewHolders
Q4 20240$00.0%−92−100.0%Sold outHolders
Q3 202492$30.5K<0.1%+92NewHolders
Q4 20230$00.0%−257−100.0%Sold outHolders
Q3 2023257$54.8K<0.1%00.0%UnchangedHolders
Q2 2023257$51.7K<0.1%+92+55.8%AddedHolders
Q1 2023165$28.3K<0.1%00.0%UnchangedHolders
Q4 2022165$25.9K<0.1%00.0%UnchangedHolders
Q3 2022165$22.0K<0.1%00.0%UnchangedHolders
Q2 2022165$21.0K<0.1%00.0%UnchangedHolders
Q1 2022165$25.0K<0.1%00.0%UnchangedHolders
Q4 2021165$29.0K<0.1%00.0%UnchangedHolders
Q3 2021165$25.0K<0.1%00.0%UnchangedHolders
Q2 2021165$24.0K<0.1%00.0%UnchangedHolders
Q1 2021165$23.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.