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Capital Investment Advisory Services’s Eaton ETN Stock Holding History

Capital Investment Advisory 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 		$2.74M Buy
6,436
+349
+6% +$141K 0.17% 145
2026
Q1 		$2.18M Buy
6,087
+152
+3% +$54.1K 0.16% 142
2025
Q4 		$1.89M Sell
5,935
-10
-0.2% -$3.54K 0.13% 159
2025
Q3 		$2.22M Buy
5,945
+50
+0.8% +$18.2K 0.18% 139
2025
Q2 		$2.1M Buy
5,895
+436
+8% +$134K 0.17% 138
2025
Q1 		$1.48M Buy
5,459
+811
+17% +$253K 0.13% 167
2024
Q4 		$1.54M Sell
4,648
-43
-0.9% -$15.1K 0.15% 146
2024
Q3 		$1.55M Buy
4,691
+816
+21% +$249K 0.15% 147
2024
Q2 		$1.22M Buy
3,875
+8
+0.2% +$2.58K 0.13% 169
2024
Q1 		$1.21M Buy
3,867
+2,831
+273% +$774K 0.13% 171
2023
Q4 		$249K Sell
1,036
-280
-21% -$61.8K 0.02% 439
2023
Q3 		$281K Sell
1,316
-10
-0.8% -$2.16K 0.03% 391
2023
Q2 		$267K Buy
1,326
+50
+4% +$8.79K 0.03% 391
2023
Q1 		$219K Sell
1,276
-55
-4% -$9.16K 0.03% 436
2022
Q4 		$209K Buy
+1,331
New +$204K 0.02% 454
2022
Q2 		– Sell
-1,484
Closed -$225K – 839
2022
Q1 		$225K Buy
1,484
+27
+2% +$4.23K 0.02% 453
2021
Q4 		$252K Buy
1,457
+54
+4% +$8.95K 0.03% 413
2021
Q3 		$209K Sell
1,403
-642
-31% -$103K 0.03% 440
2021
Q2 		$303K Sell
2,045
-980
-32% -$141K 0.04% 371
2021
Q1 		$418K Sell
3,025
-40
-1% -$5.16K 0.06% 276
2020
Q4 		$368K Sell
3,065
-59
-2% -$6.67K 0.05% 293
2020
Q3 		$319K Hold
3,124
– – 0.06% 268
2020
Q2 		$273K Sell
3,124
-4,551
-59% -$375K 0.06% 256
2020
Q1 		$596K Buy
+7,675
New +$704K 0.15% 136
2019
Q4 		– Sell
-822
Closed -$68K – 772
2019
Q3 		$68K Hold
822
– – 0.02% 485
2019
Q2 		$65K Sell
822
-88
-10% -$7.12K 0.02% 492
2019
Q1 		$73K Hold
910
– – 0.03% 411
2018
Q4 		$62K Buy
+910
New +$68.1K 0.03% 411

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

Capital Investment Advisory Services's ETN Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Eaton (ETN) stake by 5.7% in Q2 2026, buying an estimated $141K and bringing the position to 6,436 shares worth $2.74M. The position accounts for 0.17% of the portfolio, ranked #145.

Capital Investment Advisory Services first reported a position in ETN in Q4 2018 and has held it in 28 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Capital Investment Advisory Services held 6,436 shares of Eaton worth $2.74M as of Q2 2026.
  • Capital Investment Advisory Services bought 349 Eaton shares in Q2 2026, an estimated $141K.
  • Eaton made up 0.17% of Capital Investment Advisory Services's portfolio in Q2 2026, its #145 holding.
  • Capital Investment Advisory Services first reported a position in Eaton in Q4 2018 and has held it in 28 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.