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Fi3 Financial Advisors’s Eaton ETN Stock Holding History

Fi3 Financial 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 		$306K Buy
1,989
+1,355
+214% +$546K 0.07% 151
2026
Q1 		$227K Buy
+634
New +$226K 0.07% 184
2025
Q3 		– Sell
-653
Closed -$233K – 169
2025
Q2 		$233K Buy
+653
New +$201K 0.08% 137
2025
Q1 		– Sell
-729
Closed -$242K – 141
2024
Q4 		$242K Buy
729
+15
+2% +$5.26K 0.09% 99
2024
Q3 		$236K Buy
714
+15
+2% +$4.58K 0.09% 86
2024
Q2 		$219K Buy
699
+19
+3% +$6.13K 0.1% 75
2024
Q1 		$218K Buy
+680
New +$186K 0.1% 77

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

Fi3 Financial Advisors's ETN Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Eaton (ETN) stake by 214% in Q2 2026, buying an estimated $546K and bringing the position to 1,989 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #151.

Fi3 Financial Advisors first reported a position in ETN in Q1 2024 and has held it in 7 quarters since. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Fi3 Financial Advisors held 1,989 shares of Eaton worth $306K as of Q2 2026.
  • Fi3 Financial Advisors bought 1,355 Eaton shares in Q2 2026, an estimated $546K.
  • Eaton made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • Fi3 Financial Advisors first reported a position in Eaton in Q1 2024 and has held it in 7 quarters since.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.