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Hoxton Planning & Management’s Eaton ETN Stock Holding History

Hoxton Planning & Management’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 		$300K Hold
704
– – 0.08% 178
2026
Q1 		$252K Sell
704
-15
-2% -$5.34K 0.08% 188
2025
Q4 		$229K Hold
719
– – 0.07% 196
2025
Q3 		$269K Sell
719
-20
-3% -$7.27K 0.09% 168
2025
Q2 		$264K Buy
+739
New +$228K 0.09% 167
2025
Q1 		– Sell
-791
Closed -$263K – 205
2024
Q4 		$263K Sell
791
-24
-3% -$8.42K 0.1% 169
2024
Q3 		$270K Buy
+815
New +$249K 0.1% 164

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Hoxton Planning & Management's ETN Position: Q2 2026 in Review

Hoxton Planning & Management held its Eaton (ETN) position steady in Q2 2026 at 704 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #178.

Hoxton Planning & Management first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Hoxton Planning & Management held 704 shares of Eaton worth $300K as of Q2 2026.
  • Hoxton Planning & Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.08% of Hoxton Planning & Management's portfolio in Q2 2026, its #178 holding.
  • Hoxton Planning & Management first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • 618 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.