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Advocate Group’s Eaton ETN Stock Holding History

Advocate 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 		$260K Hold
611
– – 0.04% 114
2026
Q1 		$219K Sell
611
-50
-8% -$17.8K 0.03% 122
2025
Q4 		$211K Sell
661
-13
-2% -$4.61K 0.03% 121
2025
Q3 		$252K Hold
674
– – 0.04% 114
2025
Q2 		$241K Buy
+674
New +$208K 0.04% 111
2025
Q1 		– Sell
-674
Closed -$224K – 117
2024
Q4 		$224K Hold
674
– – 0.04% 109
2024
Q3 		$223K Hold
674
– – 0.04% 111
2024
Q2 		$211K Hold
674
– – 0.04% 113
2024
Q1 		$211K Buy
+674
New +$184K 0.04% 114

Other funds holding ETN

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Advocate Group's ETN Position: Q2 2026 in Review

Advocate Group held its Eaton (ETN) position steady in Q2 2026 at 611 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #114.

Advocate Group first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 1,258 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Advocate Group held 611 shares of Eaton worth $260K as of Q2 2026.
  • Advocate Group left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.04% of Advocate Group's portfolio in Q2 2026, its #114 holding.
  • Advocate Group first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
  • 1,258 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.