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Financial Management Professionals’s Eaton ETN Stock Holding History

Financial Management Professionals’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 		$206K Buy
483
+18
+4% +$7.26K 0.02% 172
2026
Q1 		$166K Buy
465
+4
+0.9% +$1.42K 0.02% 166
2025
Q4 		$147K Buy
461
+349
+312% +$124K 0.02% 170
2025
Q3 		$41.9K Buy
112
+8
+8% +$2.91K ﹤0.01% 274
2025
Q2 		$37.1K Sell
104
-4
-4% -$1.23K ﹤0.01% 293
2025
Q1 		$29.4K Sell
108
-7
-6% -$2.18K ﹤0.01% 342
2024
Q4 		$38.2K Sell
115
-3
-3% -$1.05K ﹤0.01% 306
2024
Q3 		$39K Sell
118
-158
-57% -$48.3K ﹤0.01% 298
2024
Q2 		$87K Buy
276
+22
+9% +$7.1K 0.01% 208
2024
Q1 		$79K Sell
254
-25
-9% -$6.83K 0.01% 225
2023
Q4 		$67K Hold
279
– – 0.01% 230
2023
Q3 		$60K Buy
279
+137
+96% +$29.5K 0.01% 228
2023
Q2 		$29K Buy
142
+5
+4% +$879 ﹤0.01% 339
2023
Q1 		$23K Buy
137
+13
+10% +$2.16K ﹤0.01% 397
2022
Q4 		$19K Buy
124
+9
+8% +$1.38K ﹤0.01% 385
2022
Q3 		$15K Sell
115
-56
-33% -$7.84K ﹤0.01% 402
2022
Q2 		$22K Hold
171
– – 0.01% 335
2022
Q1 		$26K Buy
171
+127
+289% +$19.9K 0.01% 308
2021
Q4 		$8K Hold
44
– – ﹤0.01% 518
2021
Q3 		$7K Hold
44
– – ﹤0.01% 535
2021
Q2 		$7K Buy
44
+3
+7% +$432 ﹤0.01% 457
2021
Q1 		$6K Buy
41
+9
+28% +$1.16K ﹤0.01% 449
2020
Q4 		$4K Buy
32
+4
+14% +$452 ﹤0.01% 471
2020
Q3 		$3K Buy
28
+9
+47% +$880 ﹤0.01% 458
2020
Q2 		$2K Buy
+19
New +$1.56K ﹤0.01% 498
2013
Q3 		– Sell
-272
Closed -$18K – 258
2013
Q2 		$18K Buy
+272
New +$17.1K 0.01% 135

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Financial Management Professionals's ETN Position: Q2 2026 in Review

Financial Management Professionals increased its Eaton (ETN) stake by 3.9% in Q2 2026, buying an estimated $7.26K and bringing the position to 483 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #172.

Financial Management Professionals first reported a position in ETN in Q2 2013 and has held it in 26 quarters since. 892 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Financial Management Professionals held 483 shares of Eaton worth $206K as of Q2 2026.
  • Financial Management Professionals bought 18 Eaton shares in Q2 2026, an estimated $7.26K.
  • Eaton made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #172 holding.
  • Financial Management Professionals first reported a position in Eaton in Q2 2013 and has held it in 26 quarters since.
  • 892 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.