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ETN icon

Crumly & Associates’s Eaton ETN Stock Holding History

Crumly & Associates’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 		$670K Sell
1,573
-62
-4% -$25K 0.13% 99
2026
Q1 		$585K Buy
1,635
+237
+17% +$84.3K 0.12% 101
2025
Q4 		$445K Sell
1,398
-82
-6% -$29.1K 0.09% 126
2025
Q3 		$554K Buy
1,480
+166
+13% +$60.4K 0.12% 104
2025
Q2 		$469K Sell
1,314
-38
-3% -$11.7K 0.11% 103
2025
Q1 		$368K Buy
1,352
+128
+10% +$39.9K 0.1% 112
2024
Q4 		$406K Sell
1,224
-2
-0.2% -$702 0.11% 105
2024
Q3 		$406K Buy
1,226
+56
+5% +$17.1K 0.11% 110
2024
Q2 		$367K Sell
1,170
-2
-0.2% -$646 0.11% 109
2024
Q1 		$366K Buy
1,172
+280
+31% +$76.6K 0.1% 112
2023
Q4 		$215K Buy
+892
New +$197K 0.06% 121

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
KeyBank National Association
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Crumly & Associates's ETN Position: Q2 2026 in Review

Crumly & Associates reduced its Eaton (ETN) stake by 3.8% in Q2 2026, selling an estimated $25K and leaving 1,573 shares worth $670K. The position accounts for 0.13% of the portfolio, ranked #99.

Crumly & Associates first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 970 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Crumly & Associates held 1,573 shares of Eaton worth $670K as of Q2 2026.
  • Crumly & Associates sold 62 Eaton shares in Q2 2026, an estimated $25K.
  • Eaton made up 0.13% of Crumly & Associates's portfolio in Q2 2026, its #99 holding.
  • Crumly & Associates first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 970 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.