CAC
ETN icon

Certified Advisory Corp’s Eaton ETN Stock Holding History

Certified Advisory Corp’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 		$584K Buy
1,370
+64
+5% +$25.8K 0.05% 213
2026
Q1 		$467K Buy
1,306
+62
+5% +$22.1K 0.04% 219
2025
Q4 		$396K Sell
1,244
-25
-2% -$8.86K 0.04% 232
2025
Q3 		$475K Buy
1,269
+205
+19% +$74.6K 0.05% 213
2025
Q2 		$380K Hold
1,064
– – 0.04% 230
2025
Q1 		$289K Sell
1,064
-25
-2% -$7.78K 0.03% 245
2024
Q4 		$361K Buy
1,089
+20
+2% +$7.02K 0.04% 228
2024
Q3 		$354K Buy
1,069
+9
+0.8% +$2.75K 0.04% 232
2024
Q2 		$332K Buy
1,060
+212
+25% +$68.4K 0.04% 223
2024
Q1 		$265K Buy
848
+11
+1% +$3.01K 0.04% 237
2023
Q4 		$202K Sell
837
-20,110
-96% -$4.44M 0.03% 254
2023
Q3 		$199K Buy
+20,947
New +$4.52M 0.04% 227
2021
Q2 		– Sell
-642
Closed -$89K – 365
2021
Q1 		$89K Buy
+642
New +$82.8K 0.02% 272
2020
Q2 		$53K Hold
610
– – 0.02% 299
2020
Q1 		$47K Hold
610
– – 0.02% 287
2019
Q4 		$58K Hold
610
– – 0.02% 299
2019
Q3 		$51K Hold
610
– – 0.02% 314
2019
Q2 		$51K Hold
610
– – 0.02% 312
2019
Q1 		$49K Hold
610
– – 0.02% 303
2018
Q4 		$42K Hold
610
– – 0.02% 300
2018
Q3 		$53K Sell
610
-30
-5% -$2.45K 0.02% 287
2018
Q2 		$48K Hold
640
– – 0.03% 289
2018
Q1 		$50K Buy
640
+610
+2,033% +$50.1K 0.03% 270
2017
Q4 		$2K Buy
+30
New +$2.33K ﹤0.01% 639

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

Certified Advisory Corp's ETN Position: Q2 2026 in Review

Certified Advisory Corp increased its Eaton (ETN) stake by 4.9% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,370 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #213.

Certified Advisory Corp first reported a position in ETN in Q4 2017 and has held it in 24 quarters since. 952 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Certified Advisory Corp held 1,370 shares of Eaton worth $584K as of Q2 2026.
  • Certified Advisory Corp bought 64 Eaton shares in Q2 2026, an estimated $25.8K.
  • Eaton made up 0.05% of Certified Advisory Corp's portfolio in Q2 2026, its #213 holding.
  • Certified Advisory Corp first reported a position in Eaton in Q4 2017 and has held it in 24 quarters since.
  • 952 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.