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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
Q3 		$348K Buy
808
+202
+33% +$84.3K 0.1% 48
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Burkett Financial Services's ETN Position: Q3 2026 in Review

Burkett Financial Services increased its Eaton (ETN) stake by 33% in Q3 2026, buying an estimated $84.3K and bringing the position to 808 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #48.

Burkett Financial Services first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Burkett Financial Services held 808 shares of Eaton worth $348K as of Q3 2026.
  • Burkett Financial Services bought 202 Eaton shares in Q3 2026, an estimated $84.3K.
  • Eaton made up 0.1% of Burkett Financial Services's portfolio in Q3 2026, its #48 holding.
  • Burkett Financial Services first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.