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Cypress Wealth Services’s Eaton ETN Stock Holding History

Cypress Wealth Services’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 		$239K Sell
562
-20
-3% -$8.06K 0.03% 384
2026
Q1 		$208K Buy
+582
New +$207K 0.03% 376
2025
Q4 		– Sell
-607
Closed -$227K – 394
2025
Q3 		$227K Hold
607
– – 0.04% 305
2025
Q2 		$217K Buy
+607
New +$187K 0.04% 289
2024
Q4 		– Sell
-606
Closed -$201K – 286
2024
Q3 		$201K Buy
+606
New +$185K 0.04% 271

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

Cypress Wealth Services's ETN Position: Q2 2026 in Review

Cypress Wealth Services reduced its Eaton (ETN) stake by 3.4% in Q2 2026, selling an estimated $8.06K and leaving 562 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #384.

Cypress Wealth Services first reported a position in ETN in Q3 2024 and has held it in 5 quarters since. 2,663 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Cypress Wealth Services held 562 shares of Eaton worth $239K as of Q2 2026.
  • Cypress Wealth Services sold 20 Eaton shares in Q2 2026, an estimated $8.06K.
  • Eaton made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #384 holding.
  • Cypress Wealth Services first reported a position in Eaton in Q3 2024 and has held it in 5 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.