Finivi Inc’s Eaton ETN Stock Holding History

Finivi Inc’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	$286K	Sell	670 -70	-9%	-$28.2K	0.15%	99
2026 Q1	$265K	Sell	740 -57	-7%	-$20.3K	0.14%	93
2025 Q4	$254K	Sell	797 -19	-2%	-$6.73K	0.15%	93
2025 Q3	$305K	Hold	816	–	–	0.19%	82
2025 Q2	$291K	Sell	816 -13	-2%	-$4K	0.2%	83
2025 Q1	$225K	Buy	829 +15	+2%	+$4.67K	0.18%	81
2024 Q4	$270K	Hold	814	–	–	0.22%	76
2024 Q3	$270K	Buy	814 +46	+6%	+$14.1K	0.22%	77
2024 Q2	$241K	Buy	+768	New	+$248K	0.2%	81

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

Finivi Inc's ETN Position: Q2 2026 in Review

Finivi Inc reduced its Eaton (ETN) stake by 9.5% in Q2 2026, selling an estimated $28.2K and leaving 670 shares worth $286K. The position accounts for 0.15% of the portfolio, ranked #99.

Finivi Inc first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. The position peaked at $305K in Q3 2025. 2,630 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Finivi Inc held 670 shares of Eaton worth $286K as of Q2 2026.
Finivi Inc sold 70 Eaton shares in Q2 2026, an estimated $28.2K.
Eaton made up 0.15% of Finivi Inc's portfolio in Q2 2026, its #99 holding.
Finivi Inc first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
Finivi Inc's Eaton position peaked at $305K in Q3 2025.
2,630 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.