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Dynamic Advisor Solutions’s Eaton ETN Stock Holding History

Dynamic Advisor Solutions’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 		$4.32M Sell
10,138
-796
-7% -$321K 0.12% 182
2026
Q1 		$3.91M Buy
10,934
+118
+1% +$42K 0.12% 186
2025
Q4 		$3.44M Sell
10,816
-481
-4% -$170K 0.11% 198
2025
Q3 		$4.23M Buy
11,297
+2,222
+24% +$808K 0.12% 188
2025
Q2 		$3.24M Sell
9,075
-160
-2% -$49.3K 0.1% 220
2025
Q1 		$2.51M Sell
9,235
-443
-5% -$138K 0.08% 238
2024
Q4 		$3.21M Sell
9,678
-1,299
-12% -$456K 0.14% 159
2024
Q3 		$3.64M Sell
10,977
-673
-6% -$206K 0.11% 211
2024
Q2 		$3.65M Buy
11,650
+288
+3% +$93K 0.12% 208
2024
Q1 		$3.55M Sell
11,362
-409
-3% -$112K 0.12% 210
2023
Q4 		$2.76M Buy
11,771
+1,893
+19% +$418K 0.1% 242
2023
Q3 		$2.11M Buy
9,878
+123
+1% +$26.5K 0.1% 229
2023
Q2 		$1.96M Buy
9,755
+46
+0.5% +$8.09K 0.1% 222
2023
Q1 		$1.66M Buy
9,709
+391
+4% +$65.1K 0.1% 239
2022
Q4 		$1.46M Buy
9,318
+278
+3% +$42.6K 0.1% 220
2022
Q3 		$1.21M Buy
9,040
+184
+2% +$25.7K 0.09% 223
2022
Q2 		$1.12M Buy
8,856
+184
+2% +$25.7K 0.09% 234
2022
Q1 		$1.32M Sell
8,672
-652
-7% -$102K 0.09% 224
2021
Q4 		$1.61M Sell
9,324
-160
-2% -$26.5K 0.12% 192
2021
Q3 		$1.42M Sell
9,484
-402
-4% -$64.2K 0.11% 218
2021
Q2 		$1.47M Sell
9,886
-230
-2% -$33.1K 0.12% 207
2021
Q1 		$1.4M Buy
10,116
+595
+6% +$76.7K 0.13% 193
2020
Q4 		$1.14M Buy
9,521
+207
+2% +$23.4K 0.11% 215
2020
Q3 		$950K Sell
9,314
-780
-8% -$76.2K 0.11% 219
2020
Q2 		$883K Buy
10,094
+1,666
+20% +$137K 0.12% 199
2020
Q1 		$655K Sell
8,428
-605
-7% -$55.5K 0.12% 201
2019
Q4 		$856K Sell
9,033
-104
-1% -$9.23K 0.12% 213
2019
Q3 		$760K Buy
9,137
+881
+11% +$71.4K 0.12% 203
2019
Q2 		$688K Sell
8,256
-1,055
-11% -$85.4K 0.11% 211
2019
Q1 		$750K Buy
9,311
+1,688
+22% +$129K 0.14% 170
2018
Q4 		$542K Buy
7,623
+283
+4% +$21.2K 0.12% 188
2018
Q3 		$637K Buy
7,340
+23
+0.3% +$1.88K 0.13% 187
2018
Q2 		$547K Buy
7,317
+1,031
+16% +$79.7K 0.12% 197
2018
Q1 		$502K Buy
6,286
+573
+10% +$47K 0.13% 187
2017
Q4 		$451K Buy
5,713
+865
+18% +$67.2K 0.15% 163
2017
Q3 		$372K Sell
4,848
-46
-0.9% -$3.47K 0.15% 165
2017
Q2 		$381K Sell
4,894
-43
-0.9% -$3.28K 0.15% 160
2017
Q1 		$366K Buy
4,937
+23
+0.5% +$1.63K 0.14% 161
2016
Q4 		$330K Sell
4,914
-84
-2% -$5.51K 0.13% 169
2016
Q3 		$328K Sell
4,998
-18
-0.4% -$1.16K 0.12% 182
2016
Q2 		$300K Sell
5,016
-49,770
-91% -$3.06M 0.12% 163
2016
Q1 		$3.43M Sell
54,786
-2,240
-4% -$124K 1.46% 18
2015
Q4 		$2.97M Buy
+57,026
New +$3.09M 1.23% 19

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Dynamic Advisor Solutions's ETN Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Eaton (ETN) stake by 7.3% in Q2 2026, selling an estimated $321K and leaving 10,138 shares worth $4.32M. The position accounts for 0.12% of the portfolio, ranked #182.

Dynamic Advisor Solutions first reported a position in ETN in Q4 2015 and has held it in 43 quarters since. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Dynamic Advisor Solutions held 10,138 shares of Eaton worth $4.32M as of Q2 2026.
  • Dynamic Advisor Solutions sold 796 Eaton shares in Q2 2026, an estimated $321K.
  • Eaton made up 0.12% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #182 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton in Q4 2015 and has held it in 43 quarters since.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.