Isthmus Partners’s Eaton ETN Stock Holding History

Isthmus Partners’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	$722K	Hold	1,695	–	–	0.07%	140
2026 Q1	$606K	Hold	1,695	–	–	0.06%	140
2025 Q4	$540K	Buy	+1,695	New	+$601K	0.06%	137
2025 Q3	–	Sell	-1,644	Closed	-$587K	–	205
2025 Q2	$587K	Hold	1,644	–	–	0.07%	135
2025 Q1	$447K	Hold	1,644	–	–	0.06%	148
2024 Q4	$546K	Buy	+1,644	New	+$577K	0.07%	139
2019 Q2	–	Sell	-43,613	Closed	-$1.08M	–	157
2019 Q1	$1.08M	Buy	+43,613	New	+$3.33M	0.26%	74

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

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

Isthmus Partners's ETN Position: Q2 2026 in Review

Isthmus Partners held its Eaton (ETN) position steady in Q2 2026 at 1,695 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #140.

Isthmus Partners first reported a position in ETN in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2019. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Isthmus Partners held 1,695 shares of Eaton worth $722K as of Q2 2026.
Isthmus Partners left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.07% of Isthmus Partners's portfolio in Q2 2026, its #140 holding.
Isthmus Partners first reported a position in Eaton in Q1 2019 and has held it in 7 quarters since.
Isthmus Partners's Eaton position peaked at $1.08M in Q1 2019.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.