GIA
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Gladstone Institutional Advisory’s Eaton ETN Stock Holding History

Gladstone Institutional Advisory’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 		$1.05M Buy
2,473
+304
+14% +$123K 0.03% 405
2026
Q1 		$776K Buy
2,169
+92
+4% +$32.7K 0.03% 436
2025
Q4 		$662K Buy
2,077
+1
+0% +$354 0.03% 446
2025
Q3 		$777K Buy
2,076
+134
+7% +$48.7K 0.03% 424
2025
Q2 		$693K Buy
1,942
+18
+0.9% +$5.54K 0.03% 415
2025
Q1 		$523K Sell
1,924
-8,071
-81% -$2.51M 0.02% 455
2024
Q4 		$3.32M Buy
9,995
+227
+2% +$79.7K 0.15% 158
2024
Q3 		$3.24M Buy
9,768
+8,121
+493% +$2.48M 0.16% 157
2024
Q2 		$516K Buy
1,647
+280
+20% +$90.4K 0.03% 415
2024
Q1 		$427K Sell
1,367
-680
-33% -$186K 0.02% 453
2023
Q4 		$493K Buy
2,047
+505
+33% +$111K 0.03% 418
2023
Q3 		$329K Sell
1,542
-91
-6% -$19.6K 0.02% 473
2023
Q2 		$328K Buy
+1,633
New +$287K 0.02% 505
2023
Q1 		– Sell
-1,752
Closed -$275K – 672
2022
Q4 		$275K Buy
1,752
+61
+4% +$9.35K 0.02% 520
2022
Q3 		$226K Sell
1,691
-159
-9% -$22.2K 0.02% 559
2022
Q2 		$233K Sell
1,850
-1,044
-36% -$146K 0.02% 566
2022
Q1 		$439K Buy
2,894
+1,352
+88% +$212K 0.03% 458
2021
Q4 		$267K Buy
1,542
+190
+14% +$31.5K 0.02% 500
2021
Q3 		$202K Buy
+1,352
New +$216K 0.02% 508

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gladstone Institutional Advisory's ETN Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Eaton (ETN) stake by 14% in Q2 2026, buying an estimated $123K and bringing the position to 2,473 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #405.

Gladstone Institutional Advisory first reported a position in ETN in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.32M in Q4 2024. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Gladstone Institutional Advisory held 2,473 shares of Eaton worth $1.05M as of Q2 2026.
  • Gladstone Institutional Advisory bought 304 Eaton shares in Q2 2026, an estimated $123K.
  • Eaton made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #405 holding.
  • Gladstone Institutional Advisory first reported a position in Eaton in Q3 2021 and has held it in 19 quarters since.
  • Gladstone Institutional Advisory's Eaton position peaked at $3.32M in Q4 2024.
  • 2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.