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Claro Advisors’s Eaton ETN Stock Holding History

Claro 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 		$2.61M Buy
6,129
+111
+2% +$44.8K 0.27% 66
2026
Q1 		$2.15M Sell
6,018
-29
-0.5% -$10.3K 0.26% 71
2025
Q4 		$1.93M Sell
6,047
-475
-7% -$168K 0.26% 74
2025
Q3 		$2.44M Buy
6,522
+1,076
+20% +$391K 0.36% 58
2025
Q2 		$1.94M Sell
5,446
-379
-7% -$117K 0.32% 70
2025
Q1 		$1.58M Buy
5,825
+265
+5% +$82.5K 0.21% 89
2024
Q4 		$1.85M Sell
5,560
-80
-1% -$28.1K 0.25% 75
2024
Q3 		$1.87M Buy
5,640
+232
+4% +$70.9K 0.24% 85
2024
Q2 		$1.7M Buy
5,408
+27
+0.5% +$8.72K 0.26% 72
2024
Q1 		$1.68M Buy
5,381
+207
+4% +$56.6K 0.29% 68
2023
Q4 		$1.25M Buy
5,174
+87
+2% +$19.2K 0.27% 78
2023
Q3 		$1.08M Buy
5,087
+9
+0.2% +$1.94K 0.27% 87
2023
Q2 		$1.02M Buy
+5,078
New +$893K 0.25% 94
2019
Q1 		– Sell
-259
Closed -$22K – 396
2018
Q4 		$22K Buy
+259
New +$19.4K 0.02% 520

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

Claro Advisors's ETN Position: Q2 2026 in Review

Claro Advisors increased its Eaton (ETN) stake by 1.8% in Q2 2026, buying an estimated $44.8K and bringing the position to 6,129 shares worth $2.61M. The position accounts for 0.27% of the portfolio, ranked #66.

Claro Advisors first reported a position in ETN in Q4 2018 and has held it in 14 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Claro Advisors held 6,129 shares of Eaton worth $2.61M as of Q2 2026.
  • Claro Advisors bought 111 Eaton shares in Q2 2026, an estimated $44.8K.
  • Eaton made up 0.27% of Claro Advisors's portfolio in Q2 2026, its #66 holding.
  • Claro Advisors first reported a position in Eaton in Q4 2018 and has held it in 14 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.