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ETN icon

Apella Capital’s Eaton ETN Stock Holding History

Apella Capital’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 		$890K Sell
2,250
-9
-0.4% -$3.63K 0.01% 387
2026
Q1 		$918K Buy
2,259
+861
+62% +$306K 0.01% 379
2025
Q4 		$445K Sell
1,398
-61
-4% -$21.6K 0.01% 376
2025
Q3 		$548K Buy
1,459
+64
+5% +$23.3K 0.01% 313
2025
Q2 		$500K Buy
1,395
+31
+2% +$9.55K 0.01% 294
2025
Q1 		$387K Buy
+1,364
New +$425K 0.01% 278

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Apella Capital's ETN Position: Q2 2026 in Review

Apella Capital reduced its Eaton (ETN) stake by 0.4% in Q2 2026, selling an estimated $3.63K and leaving 2,250 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #387.

Apella Capital first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. The position peaked at $918K in Q1 2026. 538 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Apella Capital held 2,250 shares of Eaton worth $890K as of Q2 2026.
  • Apella Capital sold 9 Eaton shares in Q2 2026, an estimated $3.63K.
  • Eaton made up 0.01% of Apella Capital's portfolio in Q2 2026, its #387 holding.
  • Apella Capital first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's Eaton position peaked at $918K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.