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ETN icon

Doliver Advisors’s Eaton ETN Stock Holding History

Doliver 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 		$6.14M Buy
14,402
+2,694
+23% +$1.09M 1.39% 10
2026
Q1 		$4.19M Buy
11,708
+10
+0.1% +$3.56K 0.95% 12
2025
Q4 		$3.73M Sell
11,698
-417
-3% -$148K 0.93% 15
2025
Q3 		$4.53M Sell
12,115
-177
-1% -$64.4K 1.17% 12
2025
Q2 		$4.39M Buy
12,292
+1,391
+13% +$428K 1.2% 13
2025
Q1 		$2.96M Buy
10,901
+397
+4% +$124K 0.83% 16
2024
Q4 		$3.49M Sell
10,504
-305
-3% -$107K 0.97% 14
2024
Q3 		$3.58M Sell
10,809
-209
-2% -$63.9K 0.98% 13
2024
Q2 		$3.45M Sell
11,018
-1,372
-11% -$443K 0.96% 13
2024
Q1 		$3.87M Sell
12,390
-1,871
-13% -$512K 1.09% 13
2023
Q4 		$3.43M Sell
14,261
-214
-1% -$47.2K 1.05% 12
2023
Q3 		$3.09M Sell
14,475
-1,578
-10% -$340K 0.93% 12
2023
Q2 		$3.23M Sell
16,053
-865
-5% -$152K 0.98% 11
2023
Q1 		$2.9M Buy
16,918
+687
+4% +$114K 0.91% 11
2022
Q4 		$2.55M Buy
16,231
+115
+0.7% +$17.6K 0.84% 12
2022
Q3 		$2.15M Buy
16,116
+72
+0.4% +$10.1K 0.79% 16
2022
Q2 		$2.02M Buy
16,044
+1,259
+9% +$176K 0.72% 19
2022
Q1 		$2.24M Buy
14,785
+717
+5% +$112K 0.71% 20
2021
Q4 		$2.12M Buy
14,068
+267
+2% +$44.2K 0.66% 20
2021
Q3 		$2.06M Buy
13,801
+4,370
+46% +$698K 0.69% 21
2021
Q2 		$1.4M Sell
9,431
-110
-1% -$15.9K 0.46% 36
2021
Q1 		$1.32M Buy
9,541
+2,230
+31% +$287K 0.49% 37
2020
Q4 		$878K Buy
7,311
+1,910
+35% +$216K 0.39% 46
2020
Q3 		$551K Sell
5,401
-200
-4% -$19.6K 0.28% 67
2020
Q2 		$490K Sell
5,601
-100
-2% -$8.23K 0.22% 67
2020
Q1 		$471K Buy
5,701
+2,034
+55% +$186K 0.23% 60
2019
Q4 		$347K Sell
3,667
-456
-11% -$40.5K 0.14% 69
2019
Q3 		$339K Sell
4,123
-274
-6% -$22.2K 0.14% 71
2019
Q2 		$366K Sell
4,397
-15
-0.3% -$1.21K 0.14% 58
2019
Q1 		$355K Buy
4,412
+65
+1% +$4.96K 0.14% 55
2018
Q4 		$298K Buy
4,347
+975
+29% +$72.9K 0.15% 86
2018
Q3 		$292K Sell
3,372
-30
-0.9% -$2.45K 0.12% 106
2018
Q2 		$254K Buy
3,402
+292
+9% +$22.6K 0.11% 149
2018
Q1 		$249K Buy
+3,110
New +$255K 0.11% 184

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Doliver Advisors's ETN Position: Q2 2026 in Review

Doliver Advisors increased its Eaton (ETN) stake by 23% in Q2 2026, buying an estimated $1.09M and bringing the position to 14,402 shares worth $6.14M. The position accounts for 1.39% of the portfolio, ranked #10.

Doliver Advisors first reported a position in ETN in Q1 2018 and has held it in 34 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Doliver Advisors held 14,402 shares of Eaton worth $6.14M as of Q2 2026.
  • Doliver Advisors bought 2,694 Eaton shares in Q2 2026, an estimated $1.09M.
  • Eaton made up 1.39% of Doliver Advisors's portfolio in Q2 2026, its #10 holding.
  • Doliver Advisors first reported a position in Eaton in Q1 2018 and has held it in 34 quarters since.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.