Burkett Financial Services’s Eaton ETN Stock Holding History

Burkett Financial Services’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	$259K	Sell	606 -24	-4%	-$9.68K	0.08%	44
2026 Q1	$226K	Sell	630 -20	-3%	-$7.12K	0.08%	46
2025 Q4	$207K	Sell	650 -4	-0.6%	-$1.42K	0.07%	53
2025 Q3	$245K	Sell	654 -11	-2%	-$4K	0.08%	48
2025 Q2	$237K	Sell	665 -35	-5%	-$10.8K	0.09%	50
2025 Q1	$190K	Sell	700 -50	-7%	-$15.6K	0.08%	48
2024 Q4	$249K	Hold	750	–	–	0.1%	43
2024 Q3	$248K	Sell	750 -30	-4%	-$9.17K	0.1%	41
2024 Q2	$244K	Hold	780	–	–	0.13%	39
2024 Q1	$244K	Hold	780	–	–	0.13%	40
2023 Q4	$188K	Buy	+780	New	+$172K	0.1%	45

Other funds holding ETN

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Burkett Financial Services's ETN Position: Q2 2026 in Review

Burkett Financial Services reduced its Eaton (ETN) stake by 3.8% in Q2 2026, selling an estimated $9.68K and leaving 606 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #44.

Burkett Financial Services first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Burkett Financial Services held 606 shares of Eaton worth $259K as of Q2 2026.
Burkett Financial Services sold 24 Eaton shares in Q2 2026, an estimated $9.68K.
Eaton made up 0.08% of Burkett Financial Services's portfolio in Q2 2026, its #44 holding.
Burkett Financial Services first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.