AIM
ETN icon

Aspen Investment Management’s Eaton ETN Stock Holding History

Aspen 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 		$1.57M Buy
3,679
+68
+2% +$27.4K 0.42% 71
2026
Q1 		$1.29M Buy
3,611
+33
+0.9% +$11.7K 0.4% 77
2025
Q4 		$1.14M Sell
3,578
-1
-0% -$354 0.34% 87
2025
Q3 		$1.34M Buy
3,579
+115
+3% +$41.8K 0.52% 59
2025
Q2 		$1.24M Buy
3,464
+17
+0.5% +$5.24K 0.52% 57
2025
Q1 		$937K Buy
3,447
+270
+8% +$84.1K 0.43% 69
2024
Q4 		$1.05M Buy
3,177
+104
+3% +$36.5K 0.49% 61
2024
Q3 		$1.02M Sell
3,073
-13
-0.4% -$3.97K 0.48% 63
2024
Q2 		$968K Buy
3,086
+59
+2% +$19K 0.48% 62
2024
Q1 		$946K Buy
3,027
+92
+3% +$25.2K 0.48% 61
2023
Q4 		$707K Buy
2,935
+409
+16% +$90.3K 0.4% 73
2023
Q3 		$538K Buy
2,526
+390
+18% +$84.1K 0.33% 86
2023
Q2 		$430K Buy
2,136
+95
+5% +$16.7K 0.26% 95
2023
Q1 		$350K Buy
2,041
+34
+2% +$5.66K 0.22% 99
2022
Q4 		$315K Buy
+2,007
New +$308K 0.21% 106

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

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

Aspen Investment Management increased its Eaton (ETN) stake by 1.9% in Q2 2026, buying an estimated $27.4K and bringing the position to 3,679 shares worth $1.57M. The position accounts for 0.42% of the portfolio, ranked #71.

Aspen Investment Management first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Aspen Investment Management held 3,679 shares of Eaton worth $1.57M as of Q2 2026.
  • Aspen Investment Management bought 68 Eaton shares in Q2 2026, an estimated $27.4K.
  • Eaton made up 0.42% of Aspen Investment Management's portfolio in Q2 2026, its #71 holding.
  • Aspen Investment Management first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.