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CFS Investment Advisory Services’s Eaton ETN Stock Holding History

CFS Investment Advisory Services’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 		$419K Buy
1,052
+21
+2% +$8.47K 0.03% 273
2026
Q1 		$419K Buy
1,031
+49
+5% +$17.4K 0.03% 267
2025
Q4 		$313K Buy
982
+41
+4% +$14.5K 0.02% 285
2025
Q3 		$354K Sell
941
-168
-15% -$61.1K 0.03% 267
2025
Q2 		$396K Buy
1,109
+337
+44% +$104K 0.03% 249
2025
Q1 		$210K Buy
772
+69
+10% +$21.5K 0.02% 300
2024
Q4 		$233K Sell
703
-9
-1% -$3.16K 0.02% 276
2024
Q3 		$236K Buy
712
+37
+5% +$11.3K 0.02% 276
2024
Q2 		$212K Buy
675
+9
+1% +$2.91K 0.02% 248
2024
Q1 		$208K Buy
+666
New +$182K 0.04% 154
2022
Q2 		– Sell
-49,626
Closed – – 316
2022
Q1 		$0 Buy
+49,626
New +$7.77M ﹤0.01% 457

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

CFS Investment Advisory Services's ETN Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Eaton (ETN) stake by 2% in Q2 2026, buying an estimated $8.47K and bringing the position to 1,052 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #273.

CFS Investment Advisory Services first reported a position in ETN in Q1 2022 and has held it in 11 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • CFS Investment Advisory Services held 1,052 shares of Eaton worth $419K as of Q2 2026.
  • CFS Investment Advisory Services bought 21 Eaton shares in Q2 2026, an estimated $8.47K.
  • Eaton made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #273 holding.
  • CFS Investment Advisory Services first reported a position in Eaton in Q1 2022 and has held it in 11 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.