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Elevated Capital Advisors’s Eaton ETN Stock Holding History

Elevated Capital 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 		$138K Sell
325
-5
-2% -$2.02K 0.04% 260
2026
Q1 		$118K Sell
330
-550
-63% -$196K 0.03% 273
2025
Q4 		$280K Buy
880
+118
+15% +$41.8K 0.07% 241
2025
Q3 		$285K Buy
+762
New +$277K 0.07% 242

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

Elevated Capital Advisors's ETN Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Eaton (ETN) stake by 1.5% in Q2 2026, selling an estimated $2.02K and leaving 325 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #260.

Elevated Capital Advisors first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. The position peaked at $285K in Q3 2025. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Elevated Capital Advisors held 325 shares of Eaton worth $138K as of Q2 2026.
  • Elevated Capital Advisors sold 5 Eaton shares in Q2 2026, an estimated $2.02K.
  • Eaton made up 0.04% of Elevated Capital Advisors's portfolio in Q2 2026, its #260 holding.
  • Elevated Capital Advisors first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Eaton position peaked at $285K in Q3 2025.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.