Colton Groome Financial Advisors’s Eaton ETN Stock Holding History

Colton Groome Financial 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 Q3	$1.76M	Buy	4,086 +37	+0.9%	+$15.4K	0.41%	47
2026 Q2	$1.73M	Buy	4,049 +247	+6%	+$99.6K	0.42%	46
2026 Q1	$1.36M	Buy	3,802 +176	+5%	+$62.6K	0.39%	47
2025 Q4	$1.15M	Buy	3,626 +113	+3%	+$40K	0.33%	52
2025 Q3	$1.31M	Buy	3,513 +27	+0.8%	+$9.82K	0.4%	46
2025 Q2	$1.24M	Sell	3,486 -115	-3%	-$35.4K	0.42%	46
2025 Q1	$1.06M	Sell	3,601 -240	-6%	-$74.7K	0.41%	43
2024 Q4	$1.27M	Sell	3,841 -152	-4%	-$53.3K	0.49%	40
2024 Q3	$1.32M	Sell	3,993 -1,978	-33%	-$604K	0.5%	42
2024 Q2	$1.87M	Buy	5,971 +9	+0.2%	+$2.91K	0.74%	34
2024 Q1	$1.86M	Sell	5,962 -14	-0.2%	-$3.83K	0.75%	32
2023 Q4	$1.44M	Buy	+5,976	New	+$1.32M	0.63%	35

Other funds holding ETN

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SCM

Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Colton Groome Financial Advisors's ETN Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Eaton (ETN) stake by 0.91% in Q3 2026, buying an estimated $15.4K and bringing the position to 4,086 shares worth $1.76M. The position accounts for 0.41% of the portfolio, ranked #47.

Colton Groome Financial Advisors first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q2 2024. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Colton Groome Financial Advisors held 4,086 shares of Eaton worth $1.76M as of Q3 2026.
Colton Groome Financial Advisors bought 37 Eaton shares in Q3 2026, an estimated $15.4K.
Eaton made up 0.41% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #47 holding.
Colton Groome Financial Advisors first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
Colton Groome Financial Advisors's Eaton position peaked at $1.87M in Q2 2024.
143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.