HHM Wealth Advisors’s Eaton ETN Stock Holding History

HHM Wealth 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	$347K	Sell	814 -47	-5%	-$19K	0.03%	156
2026 Q1	$308K	Buy	861 +80	+10%	+$28.5K	0.04%	154
2025 Q4	$249K	Sell	781 -6	-0.8%	-$2.13K	0.03%	171
2025 Q3	$295K	Sell	787 -22	-3%	-$8K	0.03%	166
2025 Q2	$289K	Hold	809	–	–	0.03%	165
2025 Q1	$220K	Buy	809 +47	+6%	+$14.6K	0.03%	174
2024 Q4	$253K	Buy	762 +168	+28%	+$59K	0.03%	160
2024 Q3	$197K	Hold	594	–	–	0.03%	168
2024 Q2	$186K	Hold	594	–	–	0.03%	179
2024 Q1	$186K	Hold	594	–	–	0.03%	153
2023 Q4	$143K	Hold	594	–	–	0.02%	171
2023 Q3	$127K	Hold	594	–	–	0.02%	176
2023 Q2	$119K	Sell	594 -13	-2%	-$2.29K	0.02%	191
2023 Q1	$104K	Buy	607 +338	+126%	+$56.3K	0.02%	197
2022 Q4	$42.2K	Buy	269 +13	+5%	+$1.99K	0.01%	263
2022 Q3	$34K	Hold	256	–	–	0.01%	282
2022 Q2	$32K	Hold	256	–	–	0.01%	342
2022 Q1	$39K	Sell	256 -330	-56%	-$51.7K	0.01%	346
2021 Q4	$101K	Buy	586 +330	+129%	+$54.7K	0.02%	215
2021 Q3	$38K	Hold	256	–	–	0.01%	330
2021 Q2	$38K	Hold	256	–	–	0.01%	332
2021 Q1	$35K	Hold	256	–	–	0.01%	321
2020 Q4	$31K	Hold	256	–	–	0.01%	315
2020 Q3	$26K	Buy	256 +200	+357%	+$19.6K	0.01%	292
2020 Q2	$5K	Buy	+56	New	+$4.61K	﹤0.01%	410

Other funds holding ETN

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 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

ORIO

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HHM Wealth Advisors's ETN Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Eaton (ETN) stake by 5.5% in Q2 2026, selling an estimated $19K and leaving 814 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #156.

HHM Wealth Advisors first reported a position in ETN in Q2 2020 and has held it in 25 quarters since. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

HHM Wealth Advisors held 814 shares of Eaton worth $347K as of Q2 2026.
HHM Wealth Advisors sold 47 Eaton shares in Q2 2026, an estimated $19K.
Eaton made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #156 holding.
HHM Wealth Advisors first reported a position in Eaton in Q2 2020 and has held it in 25 quarters since.
960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.