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Brookwood Investment Group’s Eaton ETN Stock Holding History

Brookwood Investment Group’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 		$642K Buy
1,508
+607
+67% +$245K 0.07% 258
2026
Q1 		$322K Sell
901
-515
-36% -$183K 0.04% 379
2025
Q4 		$451K Buy
1,416
+98
+7% +$34.7K 0.05% 313
2025
Q3 		$493K Buy
1,318
+287
+28% +$104K 0.06% 267
2025
Q2 		$368K Sell
1,031
-1,931
-65% -$595K 0.06% 294
2025
Q1 		$805K Buy
+2,962
New +$922K 0.14% 150

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Brookwood Investment Group's ETN Position: Q2 2026 in Review

Brookwood Investment Group increased its Eaton (ETN) stake by 67% in Q2 2026, buying an estimated $245K and bringing the position to 1,508 shares worth $642K. The position accounts for 0.07% of the portfolio, ranked #258.

Brookwood Investment Group first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. The position peaked at $805K in Q1 2025. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Brookwood Investment Group held 1,508 shares of Eaton worth $642K as of Q2 2026.
  • Brookwood Investment Group bought 607 Eaton shares in Q2 2026, an estimated $245K.
  • Eaton made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #258 holding.
  • Brookwood Investment Group first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Eaton position peaked at $805K in Q1 2025.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.