AFP
ETN icon

Advus Financial Partners’s Eaton ETN Stock Holding History

Advus Financial Partners’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 		$359K Hold
843
– – 0.08% 175
2026
Q1 		$302K Hold
843
– – 0.08% 185
2025
Q4 		$269K Sell
843
-283
-25% -$100K 0.07% 202
2025
Q3 		$421K Buy
1,126
+30
+3% +$10.9K 0.1% 145
2025
Q2 		$391K Sell
1,096
-10
-0.9% -$3.08K 0.1% 147
2025
Q1 		$301K Buy
1,106
+39
+4% +$12.1K 0.08% 171
2024
Q4 		$354K Buy
1,067
+130
+14% +$45.6K 0.1% 142
2024
Q3 		$311K Buy
937
+19
+2% +$5.8K 0.09% 152
2024
Q2 		$288K Sell
918
-20
-2% -$6.46K 0.09% 149
2024
Q1 		$293K Sell
938
-10
-1% -$2.73K 0.09% 149
2023
Q4 		$228K Sell
948
-76
-7% -$16.8K 0.08% 163
2023
Q3 		$218K Sell
1,024
-3
-0.3% -$647 0.09% 143
2023
Q2 		$207K Buy
+1,027
New +$181K 0.08% 154

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advus Financial Partners's ETN Position: Q2 2026 in Review

Advus Financial Partners held its Eaton (ETN) position steady in Q2 2026 at 843 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #175.

Advus Financial Partners first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. The position peaked at $421K in Q3 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Advus Financial Partners held 843 shares of Eaton worth $359K as of Q2 2026.
  • Advus Financial Partners left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.08% of Advus Financial Partners's portfolio in Q2 2026, its #175 holding.
  • Advus Financial Partners first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
  • Advus Financial Partners's Eaton position peaked at $421K in Q3 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.