AMIM
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Aull & Monroe Investment Management’s Eaton ETN Stock Holding History

Aull & Monroe 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 		$3.16M Sell
7,414
-23
-0.3% -$9.28K 1.32% 23
2026
Q1 		$2.66M Sell
7,437
-105
-1% -$37.4K 1.24% 30
2025
Q4 		$2.4M Buy
7,542
+85
+1% +$30.1K 1.2% 30
2025
Q3 		$2.79M Buy
7,457
+278
+4% +$101K 1.42% 25
2025
Q2 		$2.56M Sell
7,179
-1,000
-12% -$308K 1.38% 26
2025
Q1 		$2.22M Sell
8,179
-75
-0.9% -$23.4K 1.11% 30
2024
Q4 		$2.74M Sell
8,254
-200
-2% -$70.2K 1.4% 23
2024
Q3 		$2.8M Sell
8,454
-100
-1% -$30.6K 1.3% 24
2024
Q2 		$2.68M Sell
8,554
-650
-7% -$210K 1.31% 24
2024
Q1 		$2.88M Hold
9,204
– – 1.32% 25
2023
Q4 		$2.22M Sell
9,204
-68
-0.7% -$15K 1.09% 32
2023
Q3 		$1.98M Sell
9,272
-100
-1% -$21.6K 1.03% 33
2023
Q2 		$1.88M Hold
9,372
– – 0.95% 39
2023
Q1 		$1.61M Sell
9,372
-100
-1% -$16.6K 0.82% 45
2022
Q4 		$1.49M Sell
9,472
-320
-3% -$49.1K 0.74% 46
2022
Q3 		$1.3M Hold
9,792
– – 0.72% 50
2022
Q2 		$1.23M Sell
9,792
-100
-1% -$14K 0.62% 51
2022
Q1 		$1.5M Sell
9,892
-200
-2% -$31.3K 0.68% 51
2021
Q4 		$1.75M Hold
10,092
– – 0.78% 47
2021
Q3 		$1.51M Hold
10,092
– – 0.74% 50
2021
Q2 		$1.5M Hold
10,092
– – 0.71% 49
2021
Q1 		$1.4M Sell
10,092
-625
-6% -$80.6K 0.68% 51
2020
Q4 		$1.29M Hold
10,717
– – 0.69% 48
2020
Q3 		$1.09M Hold
10,717
– – 0.64% 50
2020
Q2 		$938K Sell
10,717
-400
-4% -$32.9K 0.58% 55
2020
Q1 		$863K Hold
11,117
– – 0.58% 50
2019
Q4 		$1.05M Hold
11,117
– – 0.53% 57
2019
Q3 		$924K Hold
11,117
– – 0.49% 61
2019
Q2 		$926K Hold
11,117
– – 0.49% 62
2019
Q1 		$895K Sell
11,117
-700
-6% -$53.4K 0.48% 64
2018
Q4 		$811K Sell
11,817
-1,276
-10% -$95.4K 0.46% 66
2018
Q3 		$1.14M Buy
13,093
+325
+3% +$26.6K 0.55% 60
2018
Q2 		$955K Sell
12,768
-200
-2% -$15.5K 0.49% 67
2018
Q1 		$1.04M Hold
12,968
– – 0.54% 59
2017
Q4 		$1.02M Sell
12,968
-400
-3% -$31.1K 0.52% 64
2017
Q3 		$1.03M Hold
13,368
– – 0.53% 64
2017
Q2 		$1.04M Hold
13,368
– – 0.56% 58
2017
Q1 		$991K Sell
13,368
-175
-1% -$12.4K 0.53% 63
2016
Q4 		$909K Hold
13,543
– – 0.51% 66
2016
Q3 		$890K Sell
13,543
-200
-1% -$12.9K 0.51% 65
2016
Q2 		$821K Sell
13,743
-274
-2% -$16.8K 0.47% 69
2016
Q1 		$876K Sell
14,017
-100
-0.7% -$5.52K 0.53% 66
2015
Q4 		$735K Hold
14,117
– – 0.46% 71
2015
Q3 		$724K Buy
14,117
+3,682
+35% +$217K 0.47% 71
2015
Q2 		$650K Sell
10,435
-443
-4% -$31.3K 0.38% 73
2015
Q1 		$739K Sell
10,878
-500
-4% -$34K 0.41% 74
2014
Q4 		$773K Sell
11,378
-200
-2% -$13.2K 0.42% 73
2014
Q3 		$733K Buy
11,578
+98
+0.9% +$6.95K 0.39% 73
2014
Q2 		$886K Buy
11,480
+80
+0.7% +$5.94K 0.47% 69
2014
Q1 		$856K Sell
11,400
-200
-2% -$14.7K 0.49% 69
2013
Q4 		$883K Sell
11,600
-200
-2% -$14.2K 0.52% 67
2013
Q3 		$812K Hold
11,800
– – 0.53% 64
2013
Q2 		$776K Buy
+11,800
New +$744K 0.52% 66

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

Aull & Monroe Investment Management's ETN Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Eaton (ETN) stake by 0.31% in Q2 2026, selling an estimated $9.28K and leaving 7,414 shares worth $3.16M. The position accounts for 1.32% of the portfolio, ranked #23.

Aull & Monroe Investment Management first reported a position in ETN in Q2 2013 and has held it in 53 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Aull & Monroe Investment Management held 7,414 shares of Eaton worth $3.16M as of Q2 2026.
  • Aull & Monroe Investment Management sold 23 Eaton shares in Q2 2026, an estimated $9.28K.
  • Eaton made up 1.32% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #23 holding.
  • Aull & Monroe Investment Management first reported a position in Eaton in Q2 2013 and has held it in 53 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.