HighTower Advisors’s Eaton ETN Stock Holding History

HighTower 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
2025 Q4	–	Sell	-200	Closed	-$10	–	3752
2025 Q3	$10	Hold	200	–	–	﹤0.01%	3803
2025 Q2	$442	Buy	+200	New	+$61.6K	﹤0.01%	3736
2024 Q4	–	Sell	-500	Closed	-$325	–	3886
2024 Q3	$325	Sell	500 -60,800	-99%	-$18.6M	﹤0.01%	3703
2024 Q2	$88.2K	Sell	61,300 -100	-0.2%	-$32.3K	﹤0.01%	3229
2024 Q1	$177K	Buy	61,400 +3,600	+6%	+$984K	﹤0.01%	3021
2023 Q4	$101K	Buy	57,800 +57,213	+9,747%	+$12.6M	﹤0.01%	3194
2023 Q3	$581K	Buy	587 +3	+0.5%	+$647	﹤0.01%	2126
2023 Q2	$228K	Sell	584 -55,516	-99%	-$9.76M	﹤0.01%	2763
2023 Q1	$194K	Buy	56,100 +55,572	+10,525%	+$9.25M	﹤0.01%	2771
2022 Q4	$246K	Sell	528 -22	-4%	-$3.37K	﹤0.01%	2615
2022 Q3	$671K	Sell	550 -52,650	-99%	-$7.37M	﹤0.01%	1842
2022 Q2	$709K	Buy	53,200 +52,661	+9,770%	+$7.37M	﹤0.01%	1845
2022 Q1	$275K	Buy	539 +537	+26,850%	+$84.1K	﹤0.01%	2593
2021 Q4	$2K	Buy	+2	New	+$331	﹤0.01%	3236
2016 Q3	–	Sell	-8,800	Closed	-$4K	–	1895
2016 Q2	$4K	Buy	+8,800	New	+$540K	﹤0.01%	1736

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HighTower Advisors's ETN Position: Q1 2026 in Review

HighTower Advisors reduced its Eaton (ETN) stake by 11% in Q1 2026, selling an estimated $22.1M and leaving 491,632 shares worth $176M. The position accounts for 0.19% of the portfolio, ranked #113.

HighTower Advisors first reported a position in ETN in Q2 2013 and has held it in 52 quarters since. The position peaked at $194M in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

HighTower Advisors held 491,632 shares of Eaton worth $176M as of Q1 2026.
HighTower Advisors sold 62,088 Eaton shares in Q1 2026, an estimated $22.1M.
Eaton made up 0.19% of HighTower Advisors's portfolio in Q1 2026, its #113 holding.
HighTower Advisors first reported a position in Eaton in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Eaton position peaked at $194M in Q3 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.