Insight Advisors
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Insight Advisors’s Eaton ETN Stock Holding History

Insight 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
Q3 		$762K Sell
1,774
-9
-0.5% -$3.76K 0.13% 99
2026
Q2 		$760K Buy
1,783
+11
+0.6% +$4.44K 0.13% 98
2026
Q1 		$634K Buy
1,772
+21
+1% +$7.47K 0.12% 116
2025
Q4 		$558K Buy
1,751
+12
+0.7% +$4.25K 0.08% 150
2025
Q3 		$651K Buy
1,739
+38
+2% +$13.8K 0.1% 133
2025
Q2 		$607K Sell
1,701
-2
-0.1% -$616 0.1% 134
2025
Q1 		$463K Buy
1,703
+9
+0.5% +$2.8K 0.08% 159
2024
Q4 		$563K Hold
1,694
– – 0.1% 145
2024
Q3 		$561K Buy
1,694
+19
+1% +$5.8K 0.1% 146
2024
Q2 		$525K Sell
1,675
-30
-2% -$9.7K 0.09% 149
2024
Q1 		$533K Buy
1,705
+9
+0.5% +$2.46K 0.1% 150
2023
Q4 		$408K Sell
1,696
-1
-0.1% -$221 0.09% 172
2023
Q3 		$362K Sell
1,697
-9
-0.5% -$1.94K 0.08% 184
2023
Q2 		$343K Buy
1,706
+401
+31% +$70.5K 0.08% 192
2023
Q1 		$224K Sell
1,305
-402
-24% -$66.9K 0.05% 276
2022
Q4 		$269K Sell
1,707
-211
-11% -$32.3K 0.09% 260
2022
Q3 		$256K Hold
1,918
– – 0.1% 229
2022
Q2 		$276K Sell
1,918
-110
-5% -$15.4K 0.09% 238
2022
Q1 		$308K Buy
2,028
+390
+24% +$61.1K 0.09% 247
2021
Q4 		$283K Buy
1,638
+6
+0.4% +$994 0.08% 259
2021
Q3 		$281K Buy
1,632
+3
+0.2% +$479 0.08% 256
2021
Q2 		$255K Sell
1,629
-378
-19% -$54.5K 0.08% 268
2021
Q1 		$287K Buy
+2,007
New +$259K 0.09% 267

Other funds holding ETN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Insight Advisors's ETN Position: Q3 2026 in Review

Insight Advisors reduced its Eaton (ETN) stake by 0.5% in Q3 2026, selling an estimated $3.76K and leaving 1,774 shares worth $762K. The position accounts for 0.13% of the portfolio, ranked #99.

Insight Advisors first reported a position in ETN in Q1 2021 and has held it in 23 quarters since. 1,183 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Insight Advisors held 1,774 shares of Eaton worth $762K as of Q3 2026.
  • Insight Advisors sold 9 Eaton shares in Q3 2026, an estimated $3.76K.
  • Eaton made up 0.13% of Insight Advisors's portfolio in Q3 2026, its #99 holding.
  • Insight Advisors first reported a position in Eaton in Q1 2021 and has held it in 23 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.