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Advisory Resource Group’s Eaton ETN Stock Holding History

Advisory Resource 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 		$1.91M Sell
4,479
-297
-6% -$120K 0.29% 86
2026
Q1 		$1.71M Buy
4,776
+527
+12% +$188K 0.29% 72
2025
Q4 		$1.35M Buy
4,249
+7
+0.2% +$2.48K 0.24% 99
2025
Q3 		$1.59M Sell
4,242
-236
-5% -$85.8K 0.28% 71
2025
Q2 		$1.6M Buy
4,478
+20
+0.4% +$6.16K 0.31% 68
2025
Q1 		$1.21M Buy
4,458
+383
+9% +$119K 0.25% 81
2024
Q4 		$1.35M Sell
4,075
-283
-6% -$99.3K 0.29% 71
2024
Q3 		$1.44M Buy
4,358
+428
+11% +$131K 0.31% 67
2024
Q2 		$1.23M Sell
3,930
-175
-4% -$56.5K 0.28% 70
2024
Q1 		$1.28M Buy
4,105
+156
+4% +$42.7K 0.29% 66
2023
Q4 		$951K Sell
3,949
-146
-4% -$32.2K 0.24% 70
2023
Q3 		$873K Sell
4,095
-336
-8% -$72.4K 0.24% 68
2023
Q2 		$891K Buy
4,431
+61
+1% +$10.7K 0.24% 64
2023
Q1 		$749K Sell
4,370
-155
-3% -$25.8K 0.21% 67
2022
Q4 		$710K Buy
4,525
+1,935
+75% +$297K 0.21% 66
2022
Q3 		$345K Sell
2,590
-50
-2% -$7K 0.11% 101
2022
Q2 		$333K Sell
2,640
-46
-2% -$6.43K 0.11% 96
2022
Q1 		$408K Buy
2,686
+156
+6% +$24.4K 0.13% 89
2021
Q4 		$401K Buy
2,530
+231
+10% +$38.3K 0.13% 81
2021
Q3 		$343K Sell
2,299
-8
-0.3% -$1.28K 0.13% 93
2021
Q2 		$342K Buy
2,307
+47
+2% +$6.77K 0.14% 87
2021
Q1 		$313K Buy
2,260
+7
+0.3% +$902 0.15% 78
2020
Q4 		$271K Sell
2,253
-47
-2% -$5.31K 0.13% 79
2020
Q3 		$235K Sell
2,300
-16
-0.7% -$1.56K 0.14% 79
2020
Q2 		$203K Buy
+2,316
New +$191K 0.13% 86

Other funds holding ETN

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Advisory Resource Group reduced its Eaton (ETN) stake by 6.2% in Q2 2026, selling an estimated $120K and leaving 4,479 shares worth $1.91M. The position accounts for 0.29% of the portfolio, ranked #86.

Advisory Resource Group first reported a position in ETN in Q2 2020 and has held it in 25 quarters since. 997 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Advisory Resource Group held 4,479 shares of Eaton worth $1.91M as of Q2 2026.
  • Advisory Resource Group sold 297 Eaton shares in Q2 2026, an estimated $120K.
  • Eaton made up 0.29% of Advisory Resource Group's portfolio in Q2 2026, its #86 holding.
  • Advisory Resource Group first reported a position in Eaton in Q2 2020 and has held it in 25 quarters since.
  • 997 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.