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Catalyst Financial Partners’s Eaton ETN Stock Holding History

Catalyst 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 		$1.99M Buy
4,679
+251
+6% +$101K 0.2% 66
2026
Q1 		$1.58M Buy
4,428
+190
+4% +$67.6K 0.19% 63
2025
Q4 		$1.35M Sell
4,238
-112
-3% -$39.7K 0.15% 74
2025
Q3 		$1.63M Sell
4,350
-53
-1% -$19.3K 0.2% 54
2025
Q2 		$1.57M Buy
4,403
+126
+3% +$38.8K 0.17% 52
2025
Q1 		$1.16M Buy
4,277
+45
+1% +$14K 0.21% 56
2024
Q4 		$1.4M Buy
4,232
+74
+2% +$26K 0.26% 47
2024
Q3 		$1.38M Buy
4,158
+36
+0.9% +$11K 0.27% 47
2024
Q2 		$1.29M Buy
4,122
+91
+2% +$29.4K 0.28% 47
2024
Q1 		$1.25M Buy
4,031
+216
+6% +$59.1K 0.32% 41
2023
Q4 		$919K Buy
3,815
+81
+2% +$17.9K 0.26% 49
2023
Q3 		$796K Buy
3,734
+379
+11% +$81.7K 0.26% 56
2023
Q2 		$675K Buy
3,355
+185
+6% +$32.5K 0.24% 64
2023
Q1 		$543K Sell
3,170
-67
-2% -$11.2K 0.23% 68
2022
Q4 		$508K Buy
+3,237
New +$496K 0.26% 60

Other funds holding ETN

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

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

Catalyst Financial Partners increased its Eaton (ETN) stake by 5.7% in Q2 2026, buying an estimated $101K and bringing the position to 4,679 shares worth $1.99M. The position accounts for 0.2% of the portfolio, ranked #66.

Catalyst Financial Partners first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Catalyst Financial Partners held 4,679 shares of Eaton worth $1.99M as of Q2 2026.
  • Catalyst Financial Partners bought 251 Eaton shares in Q2 2026, an estimated $101K.
  • Eaton made up 0.2% of Catalyst Financial Partners's portfolio in Q2 2026, its #66 holding.
  • Catalyst Financial Partners first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.