CFCI
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Comprehensive Financial Consultants Institutional’s Eaton ETN Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$6.57M Buy
15,408
+126
+0.8% +$50.8K 1.74% 5
2026
Q1 		$5.47M Sell
15,282
-53
-0.3% -$18.9K 1.62% 11
2025
Q4 		$4.88M Sell
15,335
-516
-3% -$183K 1.47% 13
2025
Q3 		$5.93M Buy
15,851
+102
+0.6% +$37.1K 1.84% 7
2025
Q2 		$5.62M Sell
15,749
-589
-4% -$181K 1.84% 7
2025
Q1 		$4.44M Buy
16,338
+210
+1% +$65.4K 1.58% 13
2024
Q4 		$5.35M Sell
16,128
-3
-0% -$1.05K 1.95% 6
2024
Q3 		$5.35M Buy
16,131
+25
+0.2% +$7.64K 1.95% 5
2024
Q2 		$5.05M Sell
16,106
-343
-2% -$111K 1.98% 4
2024
Q1 		$5.14M Sell
16,449
-1,119
-6% -$306K 2.13% 4
2023
Q4 		$4.23M Buy
17,568
+243
+1% +$53.6K 1.97% 4
2023
Q3 		$3.7M Buy
17,325
+206
+1% +$44.4K 1.94% 5
2023
Q2 		$3.53M Sell
17,119
-383
-2% -$67.4K 1.86% 4
2023
Q1 		$3M Buy
17,502
+1,118
+7% +$186K 1.69% 8
2022
Q4 		$2.7M Buy
16,384
+540
+3% +$82.8K 1.63% 11
2022
Q3 		$2.19M Buy
15,844
+1,447
+10% +$202K 1.44% 17
2022
Q2 		$1.83M Sell
14,397
-64
-0.4% -$8.95K 1.3% 19
2022
Q1 		$2.13M Buy
+14,461
New +$2.26M 1.48% 15

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's ETN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Eaton (ETN) stake by 0.82% in Q2 2026, buying an estimated $50.8K and bringing the position to 15,408 shares worth $6.57M. The position accounts for 1.74% of the portfolio, ranked #5.

Comprehensive Financial Consultants Institutional first reported a position in ETN in Q1 2022 and has held it in 18 quarters since. 538 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 15,408 shares of Eaton worth $6.57M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 126 Eaton shares in Q2 2026, an estimated $50.8K.
  • Eaton made up 1.74% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #5 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Eaton in Q1 2022 and has held it in 18 quarters since.
  • 538 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.