Cetera Investment Advisers
ETN icon

Cetera Investment Advisers’s Eaton ETN Stock Holding History

Cetera Investment Advisers’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 		$111M Buy
261,587
+17,610
+7% +$7.1M 0.1% 198
2026
Q1 		$87.3M Buy
243,977
+4,635
+2% +$1.65M 0.09% 211
2025
Q4 		$76.2M Buy
239,342
+5,530
+2% +$1.96M 0.08% 228
2025
Q3 		$87.5M Buy
233,812
+79,274
+51% +$28.8M 0.1% 185
2025
Q2 		$55.2M Buy
154,538
+6,412
+4% +$1.97M 0.09% 217
2025
Q1 		$40.3M Buy
148,126
+4,090
+3% +$1.27M 0.08% 261
2024
Q4 		$47.8M Buy
144,036
+695
+0.5% +$244K 0.1% 208
2024
Q3 		$47.5M Sell
143,341
-2,189
-2% -$669K 0.1% 191
2024
Q2 		$45.6M Sell
145,530
-10,769
-7% -$3.48M 0.11% 184
2024
Q1 		$48.9M Buy
156,299
+136,387
+685% +$37.3M 0.12% 171
2023
Q4 		$4.8M Buy
19,912
+494
+3% +$109K 0.04% 447
2023
Q3 		$4.14M Sell
19,418
-113
-0.6% -$24.4K 0.04% 475
2023
Q2 		$3.93M Sell
19,531
-3,044
-13% -$535K 0.03% 495
2023
Q1 		$3.87M Buy
22,575
+150
+0.7% +$25K 0.03% 479
2022
Q4 		$3.52M Buy
22,425
+9,721
+77% +$1.49M 0.03% 496
2022
Q3 		$1.69M Sell
12,704
-5,726
-31% -$801K 0.03% 511
2022
Q2 		$2.32M Buy
18,430
+1,040
+6% +$145K 0.04% 475
2022
Q1 		$2.64M Sell
17,390
-368
-2% -$57.6K 0.04% 464
2021
Q4 		$3.07M Buy
17,758
+428
+2% +$70.9K 0.04% 417
2021
Q3 		$2.59M Sell
17,330
-484
-3% -$77.4K 0.04% 433
2021
Q2 		$2.64M Buy
17,814
+954
+6% +$137K 0.04% 433
2021
Q1 		$2.33M Sell
16,860
-4,639
-22% -$598K 0.05% 383
2020
Q4 		$2.58M Buy
21,499
+18,655
+656% +$2.11M 0.05% 366
2020
Q3 		$290K Sell
2,844
-288
-9% -$28.2K 0.02% 506
2020
Q2 		$274K Sell
3,132
-683
-18% -$56.2K 0.03% 495
2020
Q1 		$296K Buy
3,815
+673
+21% +$61.7K 0.04% 402
2019
Q4 		$297K Buy
+3,142
New +$279K 0.03% 452

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

Cetera Investment Advisers's ETN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Eaton (ETN) stake by 7.2% in Q2 2026, buying an estimated $7.1M and bringing the position to 261,587 shares worth $111M. The position accounts for 0.1% of the portfolio, ranked #198.

Cetera Investment Advisers first reported a position in ETN in Q4 2019 and has held it in 27 quarters since. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cetera Investment Advisers held 261,587 shares of Eaton worth $111M as of Q2 2026.
  • Cetera Investment Advisers bought 17,610 Eaton shares in Q2 2026, an estimated $7.1M.
  • Eaton made up 0.1% of Cetera Investment Advisers's portfolio in Q2 2026, its #198 holding.
  • Cetera Investment Advisers first reported a position in Eaton in Q4 2019 and has held it in 27 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.