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Atwood & Palmer’s Eaton ETN Stock Holding History

Atwood & Palmer’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 		$328K Buy
769
+55
+8% +$22.2K 0.02% 141
2026
Q1 		$255K Buy
714
+583
+445% +$207K 0.01% 150
2025
Q4 		$41.7K Hold
131
– – ﹤0.01% 250
2025
Q3 		$49K Hold
131
– – ﹤0.01% 243
2025
Q2 		$46.8K Hold
131
– – ﹤0.01% 242
2025
Q1 		$35.6K Sell
131
-87
-40% -$27.1K ﹤0.01% 248
2024
Q4 		$72.3K Buy
218
+46
+27% +$16.1K 0.01% 202
2024
Q3 		$57K Buy
172
+87
+102% +$26.6K ﹤0.01% 216
2024
Q2 		$26.7K Hold
85
– – ﹤0.01% 270
2024
Q1 		$26.6K Buy
85
+50
+143% +$13.7K ﹤0.01% 259
2023
Q4 		$8.43K Buy
35
+5
+17% +$1.1K ﹤0.01% 321
2023
Q3 		$6.4K Hold
30
– – ﹤0.01% 328
2023
Q2 		$6.03K Hold
30
– – ﹤0.01% 340
2023
Q1 		$5.14K Hold
30
– – ﹤0.01% 329
2022
Q4 		$4.71K Hold
30
– – ﹤0.01% 349
2022
Q3 		$4K Hold
30
– – ﹤0.01% 340
2022
Q2 		$4K Hold
30
– – ﹤0.01% 361
2022
Q1 		$5K Sell
30
-101
-77% -$15.8K ﹤0.01% 394
2021
Q4 		$23K Buy
131
+31
+31% +$5.14K ﹤0.01% 303
2021
Q3 		$15K Buy
+100
New +$16K ﹤0.01% 330
2021
Q2 		– Sell
-200
Closed -$28K – 429
2021
Q1 		$28K Hold
200
– – ﹤0.01% 260
2020
Q4 		$24K Hold
200
– – ﹤0.01% 261
2020
Q3 		$20K Hold
200
– – ﹤0.01% 229
2020
Q2 		$17K Hold
200
– – ﹤0.01% 232
2020
Q1 		$16K Buy
+200
New +$18.3K ﹤0.01% 230
2016
Q1 		– Sell
-1,800
Closed -$94K – 337
2015
Q4 		$94K Hold
1,800
– – 0.02% 164
2015
Q3 		$92K Hold
1,800
– – 0.02% 159
2015
Q2 		$121K Hold
1,800
– – 0.02% 146
2015
Q1 		$122K Hold
1,800
– – 0.02% 144
2014
Q4 		$123K Hold
1,800
– – 0.02% 155
2014
Q3 		$114K Hold
1,800
– – 0.02% 159
2014
Q2 		$139K Buy
+1,800
New +$134K 0.04% 138

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Atwood & Palmer's ETN Position: Q2 2026 in Review

Atwood & Palmer increased its Eaton (ETN) stake by 7.7% in Q2 2026, buying an estimated $22.2K and bringing the position to 769 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #141.

Atwood & Palmer first reported a position in ETN in Q2 2014 and has held it in 32 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Atwood & Palmer held 769 shares of Eaton worth $328K as of Q2 2026.
  • Atwood & Palmer bought 55 Eaton shares in Q2 2026, an estimated $22.2K.
  • Eaton made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #141 holding.
  • Atwood & Palmer first reported a position in Eaton in Q2 2014 and has held it in 32 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.