Financial Perspectives’s Eaton ETN Stock Holding History

Financial Perspectives’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	$62.6K	Buy	147 +23	+19%	+$9.28K	0.02%	299
2026 Q1	$44.4K	Hold	124	–	–	0.01%	325
2025 Q4	$39.5K	Hold	124	–	–	0.01%	341
2025 Q3	$46.4K	Hold	124	–	–	0.01%	322
2025 Q2	$44.3K	Hold	124	–	–	0.01%	325
2025 Q1	$33.7K	Hold	124	–	–	0.01%	339
2024 Q4	$41.2K	Hold	124	–	–	0.01%	318
2024 Q3	$41.1K	Hold	124	–	–	0.01%	302
2024 Q2	$38.9K	Hold	124	–	–	0.01%	302
2024 Q1	$38.8K	Sell	124 -1	-0.8%	-$273	0.01%	304
2023 Q4	$30.1K	Buy	125 +1	+0.8%	+$221	0.01%	325
2023 Q3	$26.4K	Hold	124	–	–	0.01%	323
2023 Q2	$24.9K	Hold	124	–	–	0.01%	336
2023 Q1	$21.2K	Hold	124	–	–	0.01%	352
2022 Q4	$19.5K	Hold	124	–	–	0.01%	361
2022 Q3	$16.5K	Hold	124	–	–	0.01%	371
2022 Q2	$15.6K	Hold	124	–	–	0.01%	383
2022 Q1	$18.8K	Hold	124	–	–	0.01%	383
2021 Q4	$21.4K	Hold	124	–	–	0.01%	349
2021 Q3	$18.5K	Hold	124	–	–	0.01%	363
2021 Q2	$18.4K	Sell	124 -17,023	-99%	-$2.45M	0.01%	387
2021 Q1	$124K	Buy	17,147 +17,023	+13,728%	+$2.19M	0.01%	455
2020 Q4	$14.9K	Hold	124	–	–	0.01%	362
2020 Q3	$12.7K	Hold	124	–	–	0.01%	343
2020 Q2	$10.8K	Hold	124	–	–	0.01%	343
2020 Q1	$9.63K	Hold	124	–	–	0.01%	328
2019 Q4	$11.7K	Buy	+124	New	+$11K	0.01%	313

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Perspectives's ETN Position: Q2 2026 in Review

Financial Perspectives increased its Eaton (ETN) stake by 19% in Q2 2026, buying an estimated $9.28K and bringing the position to 147 shares worth $62.6K. The position accounts for 0.02% of the portfolio, ranked #299.

Financial Perspectives first reported a position in ETN in Q4 2019 and has held it in 27 quarters since. The position peaked at $124K in Q1 2021. 2,653 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Financial Perspectives held 147 shares of Eaton worth $62.6K as of Q2 2026.
Financial Perspectives bought 23 Eaton shares in Q2 2026, an estimated $9.28K.
Eaton made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #299 holding.
Financial Perspectives first reported a position in Eaton in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Eaton position peaked at $124K in Q1 2021.
2,653 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.