Fortitude Family Office’s Eaton ETN Stock Holding History

Fortitude Family Office’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	$175K	Sell	410 -4	-1%	-$1.61K	0.03%	140
2026 Q1	$148K	Sell	414 -337	-45%	-$120K	0.03%	134
2025 Q4	$239K	Buy	751 +142	+23%	+$50.3K	0.06%	129
2025 Q3	$228K	Buy	609 +1	+0.2%	+$364	0.06%	132
2025 Q2	$217K	Buy	608 +164	+37%	+$50.5K	0.07%	119
2025 Q1	$121K	Sell	444 -25	-5%	-$7.78K	0.04%	138
2024 Q4	$156K	Sell	469 -20	-4%	-$7.02K	0.06%	138
2024 Q3	$162K	Buy	489 +79	+19%	+$24.1K	0.06%	120
2024 Q2	$129K	Buy	410 +218	+114%	+$70.4K	0.07%	100
2024 Q1	$60K	Hold	192	–	–	0.04%	130
2023 Q4	$46.2K	Buy	+192	New	+$42.4K	0.03%	179

Other funds holding ETN

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Fortitude Family Office's ETN Position: Q2 2026 in Review

Fortitude Family Office reduced its Eaton (ETN) stake by 0.97% in Q2 2026, selling an estimated $1.61K and leaving 410 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #140.

Fortitude Family Office first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $239K in Q4 2025. 892 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Fortitude Family Office held 410 shares of Eaton worth $175K as of Q2 2026.
Fortitude Family Office sold 4 Eaton shares in Q2 2026, an estimated $1.61K.
Eaton made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #140 holding.
Fortitude Family Office first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Eaton position peaked at $239K in Q4 2025.
892 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.