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AA Financial Advisors’s Eaton ETN Stock Holding History

AA 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 		$341K Sell
801
-8
-1% -$3.23K 0.04% 182
2026
Q1 		$289K Sell
809
-9
-1% -$3.2K 0.04% 184
2025
Q4 		$261K Sell
818
-69
-8% -$24.5K 0.05% 185
2025
Q3 		$332K Buy
887
+274
+45% +$99.7K 0.07% 148
2025
Q2 		$219K Buy
+613
New +$189K 0.05% 176

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

AA Financial Advisors reduced its Eaton (ETN) stake by 0.99% in Q2 2026, selling an estimated $3.23K and leaving 801 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #182.

AA Financial Advisors first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • AA Financial Advisors held 801 shares of Eaton worth $341K as of Q2 2026.
  • AA Financial Advisors sold 8 Eaton shares in Q2 2026, an estimated $3.23K.
  • Eaton made up 0.04% of AA Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • AA Financial Advisors first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.