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Cascade Financial Partners’s Eaton ETN Stock Holding History

Cascade Financial Partners’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 		$247K Sell
579
-117
-17% -$47.2K 0.02% 249
2026
Q1 		$249K Hold
696
– – 0.03% 229
2025
Q4 		$222K Hold
696
– – 0.02% 246
2025
Q3 		$260K Buy
696
+100
+17% +$36.4K 0.03% 221
2025
Q2 		$213K Buy
+596
New +$184K 0.03% 245

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cascade Financial Partners's ETN Position: Q2 2026 in Review

Cascade Financial Partners reduced its Eaton (ETN) stake by 17% in Q2 2026, selling an estimated $47.2K and leaving 579 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #249.

Cascade Financial Partners first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. The position peaked at $260K in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cascade Financial Partners held 579 shares of Eaton worth $247K as of Q2 2026.
  • Cascade Financial Partners sold 117 Eaton shares in Q2 2026, an estimated $47.2K.
  • Eaton made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #249 holding.
  • Cascade Financial Partners first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • Cascade Financial Partners's Eaton position peaked at $260K in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.