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Copley Financial Group’s Eaton ETN Stock Holding History

Copley Financial Group’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 		$412K Sell
968
-411
-30% -$166K 0.25% 52
2026
Q1 		$493K Sell
1,379
-90
-6% -$32K 0.3% 50
2025
Q4 		$468K Sell
1,469
-107
-7% -$37.9K 0.29% 49
2025
Q3 		$590K Buy
1,576
+973
+161% +$354K 0.4% 40
2025
Q2 		$215K Buy
+603
New +$186K 0.16% 95
2024
Q4 		– Sell
-21
Closed -$6.96K – 143
2024
Q3 		$6.96K Buy
+21
New +$6.42K 0.01% 143

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Copley Financial Group's ETN Position: Q2 2026 in Review

Copley Financial Group reduced its Eaton (ETN) stake by 30% in Q2 2026, selling an estimated $166K and leaving 968 shares worth $412K. The position accounts for 0.25% of the portfolio, ranked #52.

Copley Financial Group first reported a position in ETN in Q3 2024 and has held it in 6 quarters since. The position peaked at $590K in Q3 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Copley Financial Group held 968 shares of Eaton worth $412K as of Q2 2026.
  • Copley Financial Group sold 411 Eaton shares in Q2 2026, an estimated $166K.
  • Eaton made up 0.25% of Copley Financial Group's portfolio in Q2 2026, its #52 holding.
  • Copley Financial Group first reported a position in Eaton in Q3 2024 and has held it in 6 quarters since.
  • Copley Financial Group's Eaton position peaked at $590K in Q3 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.