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Advyzon Investment Management’s Eaton ETN Stock Holding History

Advyzon Investment Management’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 		$1.1M Sell
2,573
-41
-2% -$16.5K 0.08% 241
2026
Q1 		$935K Buy
2,614
+1,224
+88% +$436K 0.08% 245
2025
Q4 		$443K Buy
1,390
+314
+29% +$111K 0.05% 352
2025
Q3 		$403K Sell
1,076
-435
-29% -$158K 0.07% 255
2025
Q2 		$540K Buy
1,511
+35
+2% +$10.8K 0.12% 163
2025
Q1 		$401K Buy
1,476
+393
+36% +$122K 0.14% 138
2024
Q4 		$359K Buy
+1,083
New +$380K 0.14% 138

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's ETN Position: Q2 2026 in Review

Advyzon Investment Management reduced its Eaton (ETN) stake by 1.6% in Q2 2026, selling an estimated $16.5K and leaving 2,573 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #241.

Advyzon Investment Management first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Advyzon Investment Management held 2,573 shares of Eaton worth $1.1M as of Q2 2026.
  • Advyzon Investment Management sold 41 Eaton shares in Q2 2026, an estimated $16.5K.
  • Eaton made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #241 holding.
  • Advyzon Investment Management first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.