JNBA Financial Advisors’s Eaton ETN Stock Holding History

JNBA Financial 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	$36.2K	Buy	85 +9	+12%	+$3.63K	﹤0.01%	360
2026 Q1	$27.2K	Sell	76 -22	-22%	-$7.83K	﹤0.01%	378
2025 Q4	$31.2K	Buy	98 +8	+9%	+$2.83K	﹤0.01%	373
2025 Q3	$33.7K	Hold	90	–	–	﹤0.01%	354
2025 Q2	$32.1K	Buy	90 +62	+221%	+$19.1K	﹤0.01%	341
2025 Q1	$7.61K	Hold	28	–	–	﹤0.01%	486
2024 Q4	$9.29K	Hold	28	–	–	﹤0.01%	466
2024 Q3	$9.28K	Hold	28	–	–	﹤0.01%	465
2024 Q2	$8.78K	Sell	28 -9	-24%	-$2.91K	﹤0.01%	472
2024 Q1	$11.6K	Hold	37	–	–	﹤0.01%	452
2023 Q4	$8.91K	Sell	37 -23	-38%	-$5.08K	﹤0.01%	483
2023 Q3	$12.8K	Sell	60 -75	-56%	-$16.2K	﹤0.01%	439
2023 Q2	$27.1K	Buy	135 +21	+18%	+$3.69K	﹤0.01%	356
2023 Q1	$19.5K	Buy	114 +23	+25%	+$3.83K	﹤0.01%	394
2022 Q4	$14.3K	Hold	91	–	–	﹤0.01%	415
2022 Q3	$12K	Hold	91	–	–	﹤0.01%	438
2022 Q2	$11K	Sell	91 -95	-51%	-$13.3K	﹤0.01%	476
2022 Q1	$28K	Sell	186 -4	-2%	-$626	﹤0.01%	359
2021 Q4	$33K	Buy	190 +9	+5%	+$1.49K	﹤0.01%	348
2021 Q3	$27K	Hold	181	–	–	﹤0.01%	371
2021 Q2	$27K	Hold	181	–	–	﹤0.01%	360
2021 Q1	$25K	Hold	181	–	–	﹤0.01%	362
2020 Q4	$22K	Buy	181 +73	+68%	+$8.25K	﹤0.01%	356
2020 Q3	$11K	Hold	108	–	–	﹤0.01%	400
2020 Q2	$9K	Hold	108	–	–	﹤0.01%	418
2020 Q1	$8K	Hold	108	–	–	﹤0.01%	408
2019 Q4	$10K	Buy	108 +18	+20%	+$1.6K	﹤0.01%	433
2019 Q3	$7K	Sell	90 -100	-53%	-$8.1K	﹤0.01%	448
2019 Q2	$16K	Buy	190 +100	+111%	+$8.09K	﹤0.01%	373
2019 Q1	$7K	Hold	90	–	–	﹤0.01%	427
2018 Q4	$6K	Sell	90 -45,789	-100%	-$3.42M	﹤0.01%	420
2018 Q3	$3.98M	Buy	45,879 +45,789	+50,877%	+$3.75M	1.79%	17
2018 Q2	$7K	Hold	90	–	–	﹤0.01%	429
2018 Q1	$7K	Buy	+90	New	+$7.38K	﹤0.01%	406
2016 Q4	–	Sell	-1,784	Closed	-$117K	–	750
2016 Q3	$117K	Buy	+1,784	New	+$115K	0.02%	320
2016 Q1	–	Sell	-84	Closed	-$4K	–	547
2015 Q4	$4K	Buy	+84	New	+$4.55K	﹤0.01%	425
2015 Q1	–	Sell	-223	Closed	-$15K	–	539
2014 Q4	$15K	Hold	223	–	–	0.01%	318
2014 Q3	$14K	Buy	223 +45	+25%	+$3.19K	0.01%	327
2014 Q2	$14K	Hold	178	–	–	0.01%	312
2014 Q1	$13K	Hold	178	–	–	0.01%	299
2013 Q4	$14K	Hold	178	–	–	0.01%	288
2013 Q3	$12K	Buy	+178	New	+$12K	0.01%	291

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

JNBA Financial Advisors's ETN Position: Q2 2026 in Review

JNBA Financial Advisors increased its Eaton (ETN) stake by 12% in Q2 2026, buying an estimated $3.63K and bringing the position to 85 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

JNBA Financial Advisors first reported a position in ETN in Q3 2013 and has held it in 42 quarters since. The position peaked at $3.98M in Q3 2018. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

JNBA Financial Advisors held 85 shares of Eaton worth $36.2K as of Q2 2026.
JNBA Financial Advisors bought 9 Eaton shares in Q2 2026, an estimated $3.63K.
Eaton made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #360 holding.
JNBA Financial Advisors first reported a position in Eaton in Q3 2013 and has held it in 42 quarters since.
JNBA Financial Advisors's Eaton position peaked at $3.98M in Q3 2018.
882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.