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Crewe Advisors’s Eaton ETN Stock Holding History

Crewe 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 		$260K Buy
610
+73
+14% +$29.4K 0.02% 199
2026
Q1 		$192K Buy
537
+30
+6% +$10.7K 0.02% 214
2025
Q4 		$161K Buy
507
+2
+0.4% +$709 0.01% 230
2025
Q3 		$189K Buy
+505
New +$184K 0.02% 214
2024
Q3 		– Sell
-985
Closed -$309K – 806
2024
Q2 		$309K Sell
985
-28
-3% -$9.04K 0.03% 139
2024
Q1 		$317K Buy
+1,013
New +$277K 0.04% 135
2023
Q2 		– Sell
-313
Closed -$53.6K – 920
2023
Q1 		$53.6K Sell
313
-163
-34% -$27.1K 0.01% 304
2022
Q4 		$74.7K Buy
476
+14
+3% +$2.15K 0.01% 261
2022
Q3 		$62K Buy
462
+104
+29% +$14.6K 0.01% 289
2022
Q2 		$45K Buy
358
+258
+258% +$36.1K 0.01% 307
2022
Q1 		$15K Buy
+100
New +$15.7K ﹤0.01% 325
2021
Q4 		– Sell
-16
Closed -$2K – 421
2021
Q3 		$2K Sell
16
-74
-82% -$11.8K ﹤0.01% 353
2021
Q2 		$13K Sell
90
-54
-38% -$7.78K ﹤0.01% 255
2021
Q1 		$20K Hold
144
– – 0.01% 221
2020
Q4 		$17K Hold
144
– – 0.01% 214
2020
Q3 		$15K Buy
+144
New +$14.1K 0.01% 204
2020
Q1 		– Sell
-40
Closed -$4K – 199
2019
Q4 		$4K Buy
+40
New +$3.55K ﹤0.01% 197

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
New York State Teachers Retirement System (NYSTRS)
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
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

Crewe Advisors's ETN Position: Q2 2026 in Review

Crewe Advisors increased its Eaton (ETN) stake by 14% in Q2 2026, buying an estimated $29.4K and bringing the position to 610 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #199.

Crewe Advisors first reported a position in ETN in Q4 2019 and has held it in 17 quarters since. The position peaked at $317K in Q1 2024. 892 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Crewe Advisors held 610 shares of Eaton worth $260K as of Q2 2026.
  • Crewe Advisors bought 73 Eaton shares in Q2 2026, an estimated $29.4K.
  • Eaton made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #199 holding.
  • Crewe Advisors first reported a position in Eaton in Q4 2019 and has held it in 17 quarters since.
  • Crewe Advisors's Eaton position peaked at $317K in Q1 2024.
  • 892 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.