Advocate Group
ETN icon

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
Q3 		$273K Buy
635
+24
+4% +$10K 0.04% 108
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 $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advocate Group's ETN Position: Q3 2026 in Review

Advocate Group increased its Eaton (ETN) stake by 3.9% in Q3 2026, buying an estimated $10K and bringing the position to 635 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #108.

Advocate Group first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. 1,224 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Advocate Group held 635 shares of Eaton worth $273K as of Q3 2026.
  • Advocate Group bought 24 Eaton shares in Q3 2026, an estimated $10K.
  • Eaton made up 0.04% of Advocate Group's portfolio in Q3 2026, its #108 holding.
  • Advocate Group first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.