CPIG
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Chicago Partners Investment Group’s Eaton ETN Stock Holding History

Chicago Partners Investment Group’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 		$2.3M Buy
5,537
+117
+2% +$47.2K 0.05% 318
2026
Q1 		$2.24M Sell
5,420
-46
-0.8% -$16.4K 0.05% 294
2025
Q4 		$1.81M Buy
5,466
+960
+21% +$340K 0.04% 312
2025
Q3 		$1.69M Buy
4,506
+481
+12% +$175K 0.04% 310
2025
Q2 		$1.53M Buy
4,025
+295
+8% +$90.8K 0.04% 311
2025
Q1 		$1.13M Buy
3,730
+373
+11% +$116K 0.04% 339
2024
Q4 		$1.16M Buy
3,357
+279
+9% +$97.9K 0.04% 318
2024
Q3 		$1.06M Buy
3,078
+1,546
+101% +$472K 0.04% 313
2024
Q2 		$440K Buy
1,532
+601
+65% +$194K 0.02% 501
2024
Q1 		$291K Buy
+931
New +$255K 0.01% 580
2018
Q4 		– Sell
-2,043
Closed -$145K – 507
2018
Q3 		$145K Buy
2,043
+1,029
+101% +$84.2K 0.02% 347
2018
Q2 		$76K Hold
1,014
– – 0.01% 421
2018
Q1 		$81K Hold
1,014
– – 0.01% 380
2017
Q4 		$80K Sell
1,014
-80
-7% -$6.22K 0.01% 385
2017
Q3 		$84K Sell
1,094
-934
-46% -$70.5K 0.01% 366
2017
Q2 		$147K Buy
+2,028
New +$155K 0.04% 241
2016
Q1 		– Sell
-125
Closed -$7K – 449
2015
Q4 		$7K Buy
+125
New +$6.77K ﹤0.01% 423

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's ETN Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Eaton (ETN) stake by 2.2% in Q2 2026, buying an estimated $47.2K and bringing the position to 5,537 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #318.

Chicago Partners Investment Group first reported a position in ETN in Q4 2015 and has held it in 17 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Chicago Partners Investment Group held 5,537 shares of Eaton worth $2.3M as of Q2 2026.
  • Chicago Partners Investment Group bought 117 Eaton shares in Q2 2026, an estimated $47.2K.
  • Eaton made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #318 holding.
  • Chicago Partners Investment Group first reported a position in Eaton in Q4 2015 and has held it in 17 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.