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 Q3	$168K	Sell	390 -20	-5%	-$8.35K	0.03%	160
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fortitude Family Office's ETN Position: Q3 2026 in Review

Fortitude Family Office reduced its Eaton (ETN) stake by 4.9% in Q3 2026, selling an estimated $8.35K and leaving 390 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #160.

Fortitude Family Office first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. The position peaked at $239K in Q4 2025. 405 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Fortitude Family Office held 390 shares of Eaton worth $168K as of Q3 2026.
Fortitude Family Office sold 20 Eaton shares in Q3 2026, an estimated $8.35K.
Eaton made up 0.03% of Fortitude Family Office's portfolio in Q3 2026, its #160 holding.
Fortitude Family Office first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Eaton position peaked at $239K in Q4 2025.
405 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.