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GoalVest Advisory’s Eaton ETN Stock Holding History

GoalVest 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
Q3 		$430 Buy
+1
New +$417 ﹤0.01% 710
2025
Q2 		– Sell
-6
Closed -$1.63K – 418
2025
Q1 		$1.63K Buy
+6
New +$1.87K ﹤0.01% 313
2024
Q4 		– Sell
-148
Closed -$49.1K – 398
2024
Q3 		$49.1K Buy
+148
New +$45.2K 0.01% 194
2023
Q4 		– Sell
-11
Closed -$2.35K – 411
2023
Q3 		$2.35K Buy
+11
New +$2.37K ﹤0.01% 410

Other funds holding ETN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

GoalVest Advisory's ETN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Eaton (ETN) in Q3 2026: 1 share worth $430. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ETN as recently as Q1 2025.

GoalVest Advisory first reported a position in ETN in Q3 2023 and has held it in 4 quarters since. The position peaked at $49.1K in Q3 2024. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • GoalVest Advisory held 1 share of Eaton worth $430 as of Q3 2026.
  • Eaton was a new GoalVest Advisory position in Q3 2026.
  • Eaton made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #710 holding.
  • GoalVest Advisory first reported a position in Eaton in Q3 2023 and has held it in 4 quarters since.
  • GoalVest Advisory's Eaton position peaked at $49.1K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.