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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Colton Groome Financial Advisors's ETN Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Eaton (ETN) stake by 6.5% in Q2 2026, buying an estimated $99.6K and bringing the position to 4,049 shares worth $1.73M. The position accounts for 0.42% of the portfolio, ranked #46.

Colton Groome Financial Advisors first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.87M in Q2 2024. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Colton Groome Financial Advisors held 4,049 shares of Eaton worth $1.73M as of Q2 2026.
Colton Groome Financial Advisors bought 247 Eaton shares in Q2 2026, an estimated $99.6K.
Eaton made up 0.42% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #46 holding.
Colton Groome Financial Advisors first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
Colton Groome Financial Advisors's Eaton position peaked at $1.87M in Q2 2024.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.