GI
ETN icon

Gradient Investments’s Eaton ETN Stock Holding History

Gradient Investments’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 		$49.6M Buy
116,294
+5,748
+5% +$2.32M 0.68% 42
2026
Q1 		$39.5M Sell
110,546
-8,783
-7% -$3.13M 0.61% 47
2025
Q4 		$38M Buy
119,329
+10,092
+9% +$3.58M 0.6% 50
2025
Q3 		$40.9M Buy
109,237
+34,856
+47% +$12.7M 0.68% 43
2025
Q2 		$26.6M Buy
74,381
+5,057
+7% +$1.56M 0.49% 70
2025
Q1 		$18.8M Buy
69,324
+15,542
+29% +$4.84M 0.38% 84
2024
Q4 		$17.8M Buy
53,782
+4,803
+10% +$1.69M 0.36% 78
2024
Q3 		$16.2M Buy
48,979
+48,308
+7,199% +$14.8M 0.34% 83
2024
Q2 		$210K Sell
671
-20
-3% -$6.46K ﹤0.01% 317
2024
Q1 		$216K Sell
691
-106
-13% -$29K 0.01% 288
2023
Q4 		$192K Hold
797
– – ﹤0.01% 343
2023
Q3 		$170K Sell
797
-34
-4% -$7.33K ﹤0.01% 337
2023
Q2 		$167K Buy
831
+42
+5% +$7.39K ﹤0.01% 341
2023
Q1 		$135K Sell
789
-53
-6% -$8.82K ﹤0.01% 332
2022
Q4 		$132K Sell
842
-71
-8% -$10.9K ﹤0.01% 348
2022
Q3 		$122K Buy
913
+71
+8% +$9.94K ﹤0.01% 335
2022
Q2 		$106K Sell
842
-439
-34% -$61.4K ﹤0.01% 370
2022
Q1 		$194K Hold
1,281
– – 0.01% 295
2021
Q4 		$221K Buy
1,281
+668
+109% +$111K 0.01% 269
2021
Q3 		$91K Sell
613
-30
-5% -$4.79K ﹤0.01% 380
2021
Q2 		$95K Sell
643
-105
-14% -$15.1K ﹤0.01% 374
2021
Q1 		$103K Buy
748
+110
+17% +$14.2K ﹤0.01% 360
2020
Q4 		$65K Sell
638
-65
-9% -$7.35K ﹤0.01% 363
2020
Q3 		$72K Hold
703
– – ﹤0.01% 353
2020
Q2 		$61K Hold
703
– – ﹤0.01% 361
2020
Q1 		$55K Sell
703
-27
-4% -$2.48K ﹤0.01% 338
2019
Q4 		$69K Sell
730
-48
-6% -$4.26K ﹤0.01% 344
2019
Q3 		$65K Sell
778
-153
-16% -$12.4K ﹤0.01% 344
2019
Q2 		$78K Buy
931
+362
+64% +$29.3K ﹤0.01% 337
2019
Q1 		$46K Sell
569
-639
-53% -$48.7K ﹤0.01% 346
2018
Q4 		$83K Sell
1,208
-117,899
-99% -$8.82M 0.01% 280
2018
Q3 		$10.3M Buy
119,107
+5,612
+5% +$459K 0.53% 34
2018
Q2 		$8.48M Buy
113,495
+5,358
+5% +$414K 0.45% 60
2018
Q1 		$8.64M Buy
108,137
+8,128
+8% +$667K 0.47% 46
2017
Q4 		$7.9M Buy
100,009
+6,040
+6% +$470K 0.46% 54
2017
Q3 		$7.22M Buy
93,969
+5,862
+7% +$442K 0.46% 51
2017
Q2 		$6.86M Buy
88,107
+3,843
+5% +$293K 0.48% 51
2017
Q1 		$6.25M Buy
84,264
+84,058
+40,805% +$5.97M 0.48% 53
2016
Q4 		$14K Hold
206
– – ﹤0.01% 404
2016
Q3 		$14K Hold
206
– – ﹤0.01% 406
2016
Q2 		$12K Sell
206
-71
-26% -$4.36K ﹤0.01% 406
2016
Q1 		$17K Buy
277
+10
+4% +$552 ﹤0.01% 368
2015
Q4 		$14K Sell
267
-294
-52% -$15.9K ﹤0.01% 363
2015
Q3 		$29K Sell
561
-54,012
-99% -$3.19M ﹤0.01% 270
2015
Q2 		$3.68M Buy
54,573
+2,658
+5% +$188K 0.5% 50
2015
Q1 		$3.53M Buy
51,915
+3,949
+8% +$269K 0.53% 58
2014
Q4 		$3.26M Buy
47,966
+47,760
+23,184% +$3.15M 0.54% 56
2014
Q3 		$13K Hold
206
– – ﹤0.01% 311
2014
Q2 		$16K Hold
206
– – ﹤0.01% 308
2014
Q1 		$15K Hold
206
– – ﹤0.01% 309
2013
Q4 		$16K Hold
206
– – ﹤0.01% 331
2013
Q3 		$14K Hold
206
– – ﹤0.01% 261
2013
Q2 		$14K Buy
+206
New +$13K 0.01% 248

Other funds holding ETN

Swedbank
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EB
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Gradient Investments's ETN Position: Q2 2026 in Review

Gradient Investments increased its Eaton (ETN) stake by 5.2% in Q2 2026, buying an estimated $2.32M and bringing the position to 116,294 shares worth $49.6M. The position accounts for 0.68% of the portfolio, ranked #42.

Gradient Investments first reported a position in ETN in Q2 2013 and has held it in 53 quarters since. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Gradient Investments held 116,294 shares of Eaton worth $49.6M as of Q2 2026.
  • Gradient Investments bought 5,748 Eaton shares in Q2 2026, an estimated $2.32M.
  • Eaton made up 0.68% of Gradient Investments's portfolio in Q2 2026, its #42 holding.
  • Gradient Investments first reported a position in Eaton in Q2 2013 and has held it in 53 quarters since.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.