Fortune Financial Advisors’s Eaton ETN Stock Holding History

Fortune Financial Advisors’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	$1.37M	Buy	3,213 +104	+3%	+$41.9K	0.59%	49
2026 Q1	$1.11M	Buy	3,109 +1,915	+160%	+$681K	0.57%	49
2025 Q4	$380K	Sell	1,194 -15	-1%	-$5.32K	0.26%	75
2025 Q3	$452K	Sell	1,209 -11	-0.9%	-$4K	0.34%	66
2025 Q2	$436K	Sell	1,220 -15	-1%	-$4.62K	0.35%	67
2025 Q1	$336K	Sell	1,235 -43	-3%	-$13.4K	0.29%	74
2024 Q4	$424K	Hold	1,278	–	–	0.39%	63
2024 Q3	$424K	Sell	1,278 -20	-2%	-$6.11K	0.38%	64
2024 Q2	$407K	Hold	1,298	–	–	0.25%	93
2024 Q1	$406K	Sell	1,298 -58	-4%	-$15.9K	0.26%	95
2023 Q4	$327K	Sell	1,356 -50	-4%	-$11K	0.23%	94
2023 Q3	$300K	Sell	1,406 -30	-2%	-$6.47K	0.23%	95
2023 Q2	$289K	Buy	+1,436	New	+$253K	0.22%	94

Other funds holding ETN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fortune Financial Advisors's ETN Position: Q2 2026 in Review

Fortune Financial Advisors increased its Eaton (ETN) stake by 3.3% in Q2 2026, buying an estimated $41.9K and bringing the position to 3,213 shares worth $1.37M. The position accounts for 0.59% of the portfolio, ranked #49.

Fortune Financial Advisors first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Fortune Financial Advisors held 3,213 shares of Eaton worth $1.37M as of Q2 2026.
Fortune Financial Advisors bought 104 Eaton shares in Q2 2026, an estimated $41.9K.
Eaton made up 0.59% of Fortune Financial Advisors's portfolio in Q2 2026, its #49 holding.
Fortune Financial Advisors first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.