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Everpar Advisors’s Eaton ETN Stock Holding History

Everpar 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 		$782K Buy
1,836
+157
+9% +$63.3K 0.22% 96
2026
Q1 		$601K Buy
1,679
+86
+5% +$30.6K 0.21% 107
2025
Q4 		$507K Sell
1,593
-512
-24% -$181K 0.19% 120
2025
Q3 		$788K Buy
2,105
+22
+1% +$8K 0.31% 70
2025
Q2 		$744K Buy
2,083
+151
+8% +$46.5K 0.34% 64
2025
Q1 		$525K Sell
1,932
-435
-18% -$135K 0.28% 89
2024
Q4 		$786K Buy
2,367
+7
+0.3% +$2.46K 0.4% 53
2024
Q3 		$782K Sell
2,360
-209
-8% -$63.9K 0.4% 55
2024
Q2 		$806K Buy
2,569
+169
+7% +$54.6K 0.4% 55
2024
Q1 		$750K Sell
2,400
-548
-19% -$150K 0.46% 57
2023
Q4 		$710K Buy
+2,948
New +$651K 0.33% 108

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

Everpar Advisors's ETN Position: Q2 2026 in Review

Everpar Advisors increased its Eaton (ETN) stake by 9.4% in Q2 2026, buying an estimated $63.3K and bringing the position to 1,836 shares worth $782K. The position accounts for 0.22% of the portfolio, ranked #96.

Everpar Advisors first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $806K in Q2 2024. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Everpar Advisors held 1,836 shares of Eaton worth $782K as of Q2 2026.
  • Everpar Advisors bought 157 Eaton shares in Q2 2026, an estimated $63.3K.
  • Eaton made up 0.22% of Everpar Advisors's portfolio in Q2 2026, its #96 holding.
  • Everpar Advisors first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Eaton position peaked at $806K in Q2 2024.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.