Bruce G. Allen Investments’s Eaton ETN Stock Holding History

Bruce G. Allen Investments’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	$240K	Sell	564 -105	-16%	-$42.3K	0.15%	66
2026 Q1	$239K	Buy	669 +8	+1%	+$2.85K	0.16%	68
2025 Q4	$211K	Buy	661 +3	+0.5%	+$1.06K	0.14%	73
2025 Q3	$246K	Sell	658 -22	-3%	-$8K	0.18%	65
2025 Q2	$243K	Buy	680 +21	+3%	+$6.47K	0.18%	64
2025 Q1	$179K	Buy	659 +88	+15%	+$27.4K	0.14%	77
2024 Q4	$189K	Sell	571 -5	-0.9%	-$1.75K	0.15%	78
2024 Q3	$191K	Buy	576 +135	+31%	+$41.2K	0.15%	78
2024 Q2	$138K	Sell	441 -33	-7%	-$10.7K	0.12%	109
2024 Q1	$148K	Sell	474 -19	-4%	-$5.2K	0.12%	103
2023 Q4	$119K	Buy	+493	New	+$109K	0.11%	126

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bruce G. Allen Investments's ETN Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Eaton (ETN) stake by 16% in Q2 2026, selling an estimated $42.3K and leaving 564 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #66.

Bruce G. Allen Investments first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Bruce G. Allen Investments held 564 shares of Eaton worth $240K as of Q2 2026.
Bruce G. Allen Investments sold 105 Eaton shares in Q2 2026, an estimated $42.3K.
Eaton made up 0.15% of Bruce G. Allen Investments's portfolio in Q2 2026, its #66 holding.
Bruce G. Allen Investments first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Eaton position peaked at $246K in Q3 2025.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.