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Clayton Financial Group’s Eaton ETN Stock Holding History

Clayton Financial 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 		– Sell
-451
Closed -$161K – 234
2026
Q1 		$161K Hold
451
– – 0.08% 85
2025
Q4 		$144K Buy
451
+80
+22% +$28.4K 0.07% 91
2025
Q3 		$139K Buy
+371
New +$135K 0.1% 61

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VNIM
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Wealth Enhancement Advisory Services
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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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Clayton Financial Group's ETN Position: Q2 2026 in Review

Clayton Financial Group sold out of Eaton (ETN) in Q2 2026, closing a stake of 451 shares — an estimated $161K sold.

Clayton Financial Group first reported a position in ETN in Q3 2025 and held it in 3 quarters. The position peaked at $161K in Q1 2026. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Clayton Financial Group reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 451 Eaton shares in Q2 2026, an estimated $161K.
  • Clayton Financial Group first reported a position in Eaton in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Eaton position peaked at $161K in Q1 2026.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.