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Ethos Financial Group’s Eaton ETN Stock Holding History

Ethos Financial Group’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 		$727K Buy
2,010
+25
+1% +$10.1K 0.05% 276
2026
Q1 		$710K Sell
1,985
-21
-1% -$7.47K 0.05% 253
2025
Q4 		$639K Buy
2,006
+530
+36% +$188K 0.05% 256
2025
Q3 		$552K Sell
1,476
-8
-0.5% -$2.91K 0.04% 253
2025
Q2 		$530K Sell
1,484
-17
-1% -$5.24K 0.05% 251
2025
Q1 		$500K Buy
1,501
+8
+0.5% +$2.49K 0.05% 232
2024
Q4 		$498K Buy
1,493
+629
+73% +$221K 0.06% 156
2024
Q3 		$286K Buy
864
+67
+8% +$20.5K 0.05% 215
2024
Q2 		$250K Buy
797
+2
+0.3% +$646 0.04% 227
2024
Q1 		$249K Sell
795
-41
-5% -$11.2K 0.05% 229
2023
Q4 		$201K Buy
+836
New +$185K 0.04% 248

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 $3.38T AUM 44.17% 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

Ethos Financial Group's ETN Position: Q2 2026 in Review

Ethos Financial Group increased its Eaton (ETN) stake by 1.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,010 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #276.

Ethos Financial Group first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Ethos Financial Group held 2,010 shares of Eaton worth $727K as of Q2 2026.
  • Ethos Financial Group bought 25 Eaton shares in Q2 2026, an estimated $10.1K.
  • Eaton made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #276 holding.
  • Ethos Financial Group first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.