American Institute for Advanced Investment Management’s Eaton ETN Stock Holding History

American Institute for Advanced 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	$386K	Sell	907 -10	-1%	-$4.03K	0.22%	113
2026 Q1	$328K	Hold	917	–	–	0.21%	117
2025 Q4	$294K	Sell	917 -70	-7%	-$24.8K	0.19%	115
2025 Q3	$369K	Sell	987 -100	-9%	-$36.4K	0.24%	100
2025 Q2	$388K	Sell	1,087 -10	-0.9%	-$3.08K	0.27%	93
2025 Q1	$298K	Sell	1,097 -13	-1%	-$4.05K	0.23%	107
2024 Q4	$368K	Sell	1,110 -242	-18%	-$84.9K	0.27%	89
2024 Q3	$448K	Buy	1,352 +425	+46%	+$130K	0.32%	83
2024 Q2	$291K	Buy	927 +35	+4%	+$11.3K	0.22%	107
2024 Q1	$279K	Sell	892 -58	-6%	-$15.9K	0.22%	108
2023 Q4	$229K	Sell	950 -213	-18%	-$47K	0.2%	109
2023 Q3	$233K	Buy	+1,163	New	+$251K	0.22%	105

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Institute for Advanced Investment Management's ETN Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Eaton (ETN) stake by 1.1% in Q2 2026, selling an estimated $4.03K and leaving 907 shares worth $386K. The position accounts for 0.22% of the portfolio, ranked #113.

American Institute for Advanced Investment Management first reported a position in ETN in Q3 2023 and has held it in 12 quarters since. The position peaked at $448K in Q3 2024. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

American Institute for Advanced Investment Management held 907 shares of Eaton worth $386K as of Q2 2026.
American Institute for Advanced Investment Management sold 10 Eaton shares in Q2 2026, an estimated $4.03K.
Eaton made up 0.22% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #113 holding.
American Institute for Advanced Investment Management first reported a position in Eaton in Q3 2023 and has held it in 12 quarters since.
American Institute for Advanced Investment Management's Eaton position peaked at $448K in Q3 2024.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.