Congress Park Capital’s Eaton ETN Stock Holding History

Congress Park Capital’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	$1.28M	Buy	3,015 +30	+1%	+$12.1K	0.35%	59
2026 Q1	$1.07M	Buy	2,985 +1,030	+53%	+$367K	0.33%	61
2025 Q4	$623K	Buy	1,955 +955	+96%	+$338K	0.19%	83
2025 Q3	$374K	Hold	1,000	–	–	0.12%	89
2025 Q2	$357K	Hold	1,000	–	–	0.12%	85
2025 Q1	$272K	Sell	1,000 -200	-17%	-$62.3K	0.1%	98
2024 Q4	$398K	Hold	1,200	–	–	0.14%	89
2024 Q3	$398K	Hold	1,200	–	–	0.15%	88
2024 Q2	$376K	Hold	1,200	–	–	0.15%	90
2024 Q1	$375K	Hold	1,200	–	–	0.17%	87
2023 Q4	$289K	Hold	1,200	–	–	0.14%	97
2023 Q3	$256K	Hold	1,200	–	–	0.13%	104
2023 Q2	$241K	Hold	1,200	–	–	0.12%	117
2023 Q1	$206K	Buy	+1,200	New	+$200K	0.11%	125
2022 Q1	–	Sell	-1,200	Closed	-$207K	–	146
2021 Q4	$207K	Buy	+1,200	New	+$199K	0.1%	133
2021 Q1	–	Sell	-2,200	Closed	-$264K	–	130
2020 Q4	$264K	Sell	2,200 -500	-19%	-$56.5K	0.16%	98
2020 Q3	$275K	Hold	2,700	–	–	0.17%	84
2020 Q2	$236K	Sell	2,700 -200	-7%	-$16.5K	0.18%	82
2020 Q1	$225K	Hold	2,900	–	–	0.2%	77
2019 Q4	$275K	Hold	2,900	–	–	0.2%	83
2019 Q3	$241K	Hold	2,900	–	–	0.2%	78
2019 Q2	$237K	Sell	2,900 -111	-4%	-$8.98K	0.19%	84
2019 Q1	$243K	Hold	3,011	–	–	0.21%	80
2018 Q4	$207K	Sell	3,011 -350	-10%	-$26.2K	0.23%	80
2018 Q3	$291K	Hold	3,361	–	–	0.26%	83
2018 Q2	$251K	Hold	3,361	–	–	0.24%	87
2018 Q1	$269K	Hold	3,361	–	–	0.28%	79
2017 Q4	$266K	Buy	+3,361	New	+$261K	0.27%	82

Other funds holding ETN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Congress Park Capital's ETN Position: Q2 2026 in Review

Congress Park Capital increased its Eaton (ETN) stake by 1% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,015 shares worth $1.28M. The position accounts for 0.35% of the portfolio, ranked #59.

Congress Park Capital first reported a position in ETN in Q4 2017 and has held it in 28 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Congress Park Capital held 3,015 shares of Eaton worth $1.28M as of Q2 2026.
Congress Park Capital bought 30 Eaton shares in Q2 2026, an estimated $12.1K.
Eaton made up 0.35% of Congress Park Capital's portfolio in Q2 2026, its #59 holding.
Congress Park Capital first reported a position in Eaton in Q4 2017 and has held it in 28 quarters since.
1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.