Phoenix Wealth Advisors

SEC CIK: 0001842362
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

ETN holding history

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

ETN overview All 13F holders of ETN Full Q2 2026 holdings

Shares (Q2 2026): 11,709
Value: $4.99M
% of portfolio: 1.7%
Quarters held: 22; Since Q1 2021

Holdings of ETN by Phoenix Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,709	$4.99M	1.7%	−158−1.3%	Reduced	Holders
Q1 2026	11,867	$4.24M	1.7%	−389−3.2%	Reduced	Holders
Q4 2025	12,256	$3.90M	1.5%	−83−0.7%	Reduced	Holders
Q3 2025	12,339	$4.62M	1.8%	+283+2.3%	Added	Holders
Q2 2025	12,056	$4.30M	1.8%	−470−3.8%	Reduced	Holders
Q1 2025	12,526	$3.41M	1.5%	−302−2.4%	Reduced	Holders
Q4 2024	12,828	$4.26M	1.8%	−293−2.2%	Reduced	Holders
Q3 2024	13,121	$4.35M	2.0%	−527−3.9%	Reduced	Holders
Q2 2024	13,648	$4.28M	2.1%	−2,867−17.4%	Reduced	Holders
Q1 2024	16,515	$5.16M	3.1%	−2,302−12.2%	Reduced	Holders
Q4 2023	18,817	$4.50M	3.1%	−856−4.4%	Reduced	Holders
Q3 2023	19,673	$4.20M	2.5%	+107+0.5%	Added	Holders
Q2 2023	19,566	$3.93M	2.3%	−1,668−7.9%	Reduced	Holders
Q1 2023	21,234	$3.64M	2.3%	−860−3.9%	Reduced	Holders
Q4 2022	22,094	$3.47M	2.1%	+240+1.1%	Added	Holders
Q3 2022	21,854	$2.91M	2.9%	+232+1.1%	Added	Holders
Q2 2022	21,622	$2.72M	2.7%	+206+1.0%	Added	Holders
Q1 2022	21,416	$3.10M	3.2%	−661−3.0%	Reduced	Holders
Q4 2021	22,077	$3.81M	2.9%	+907+4.3%	Added	Holders
Q3 2021	21,170	$3.16M	2.4%	+55+0.3%	Added	Holders
Q2 2021	21,115	$3.16M	2.3%	−366−1.7%	Reduced	Holders
Q1 2021	21,481	$3.00M	2.3%	–	–	Holders

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