Clear Investment Research’s Eaton ETN Stock Holding History

Clear Investment Research’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	-123	Closed	-$43.9K	–	100
2026 Q1	$43.9K	Buy	+123	New	+$43.8K	0.07%	114
2025 Q4	–	Sell	-122	Closed	-$45.9K	–	104
2025 Q3	$45.9K	Hold	122	–	–	0.06%	126
2025 Q2	$43.8K	Hold	122	–	–	0.06%	116
2025 Q1	$33.4K	Hold	122	–	–	0.04%	126
2024 Q4	$40.7K	Hold	122	–	–	0.05%	116
2024 Q3	$40.7K	Hold	122	–	–	0.05%	114
2024 Q2	$38.5K	Hold	122	–	–	0.05%	110
2024 Q1	$38.3K	Hold	122	–	–	0.05%	112
2023 Q4	$29.4K	Buy	+122	New	+$26.9K	0.04%	133
2019 Q4	–	Sell	-4	Closed	–	–	196
2019 Q3	$0	Hold	4	–	–	﹤0.01%	276
2019 Q2	$0	Hold	4	–	–	﹤0.01%	276
2019 Q1	$0	Hold	4	–	–	﹤0.01%	264
2018 Q4	$0	Hold	4	–	–	﹤0.01%	259
2018 Q3	$0	Buy	+4	New	+$327	﹤0.01%	271

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clear Investment Research's ETN Position: Q2 2026 in Review

Clear Investment Research sold out of Eaton (ETN) in Q2 2026, closing a stake of 123 shares — an estimated $43.9K sold.

Clear Investment Research first reported a position in ETN in Q3 2018 and held it in 14 quarters. The position peaked at $45.9K in Q3 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Clear Investment Research reported no remaining Eaton position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 123 Eaton shares in Q2 2026, an estimated $43.9K.
Clear Investment Research first reported a position in Eaton in Q3 2018 and held it in 14 quarters.
Clear Investment Research's Eaton position peaked at $45.9K in Q3 2025.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.