Central Valley Advisors’s Eaton ETN Stock Holding History

Central Valley Advisors’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	$290K	Sell	680 -34	-5%	-$13.7K	0.07%	155
2026 Q1	$255K	Sell	714 -10	-1%	-$3.56K	0.07%	161
2025 Q4	$231K	Sell	724 -7	-1%	-$2.48K	0.07%	139
2025 Q3	$274K	Sell	731 -1	-0.1%	-$364	0.08%	131
2025 Q2	$261K	Buy	+732	New	+$225K	0.09%	124
2025 Q1	–	Sell	-8,045	Closed	-$2.67M	–	133
2024 Q4	$2.67M	Buy	8,045 +47	+0.6%	+$16.5K	1.21%	20
2024 Q3	$2.65M	Buy	7,998 +107	+1%	+$32.7K	1.5%	18
2024 Q2	$2.49M	Sell	7,891 -11	-0.1%	-$3.55K	1.06%	25
2024 Q1	$2.47M	Buy	7,902 +97	+1%	+$26.5K	1.28%	20
2023 Q4	$1.88M	Buy	+7,805	New	+$1.72M	1.11%	19

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

Central Valley Advisors's ETN Position: Q2 2026 in Review

Central Valley Advisors reduced its Eaton (ETN) stake by 4.8% in Q2 2026, selling an estimated $13.7K and leaving 680 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #155.

Central Valley Advisors first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2024. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Central Valley Advisors held 680 shares of Eaton worth $290K as of Q2 2026.
Central Valley Advisors sold 34 Eaton shares in Q2 2026, an estimated $13.7K.
Eaton made up 0.07% of Central Valley Advisors's portfolio in Q2 2026, its #155 holding.
Central Valley Advisors first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
Central Valley Advisors's Eaton position peaked at $2.67M in Q4 2024.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.