JF
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Joule Financial’s Eaton ETN Stock Holding History

Joule Financial’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 		$382K Sell
897
-37
-4% -$14.9K 0.1% 76
2026
Q1 		$334K Sell
934
-15
-2% -$5.34K 0.1% 83
2025
Q4 		$302K Buy
949
+15
+2% +$5.32K 0.09% 83
2025
Q3 		$350K Hold
934
– – 0.1% 80
2025
Q2 		$333K Sell
934
-338
-27% -$104K 0.11% 83
2025
Q1 		$346K Hold
1,272
– – 0.12% 76
2024
Q4 		$422K Sell
1,272
-18
-1% -$6.32K 0.15% 66
2024
Q3 		$428K Sell
1,290
-307
-19% -$93.8K 0.16% 72
2024
Q2 		$501K Sell
1,597
-32
-2% -$10.3K 0.2% 55
2024
Q1 		$511K Sell
1,629
-30
-2% -$8.2K 0.21% 52
2023
Q4 		$400K Sell
1,659
-7
-0.4% -$1.54K 0.19% 68
2023
Q3 		$355K Sell
1,666
-843
-34% -$182K 0.18% 71
2023
Q2 		$505K Buy
2,509
+890
+55% +$157K 0.26% 47
2023
Q1 		$277K Buy
1,619
+30
+2% +$4.99K 0.15% 78
2022
Q4 		$249K Buy
1,589
+39
+3% +$5.98K 0.17% 81
2022
Q3 		$207K Buy
+1,550
New +$217K 0.16% 81

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Joule Financial's ETN Position: Q2 2026 in Review

Joule Financial reduced its Eaton (ETN) stake by 4% in Q2 2026, selling an estimated $14.9K and leaving 897 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #76.

Joule Financial first reported a position in ETN in Q3 2022 and has held it in 16 quarters since. The position peaked at $511K in Q1 2024. 849 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Joule Financial held 897 shares of Eaton worth $382K as of Q2 2026.
  • Joule Financial sold 37 Eaton shares in Q2 2026, an estimated $14.9K.
  • Eaton made up 0.1% of Joule Financial's portfolio in Q2 2026, its #76 holding.
  • Joule Financial first reported a position in Eaton in Q3 2022 and has held it in 16 quarters since.
  • Joule Financial's Eaton position peaked at $511K in Q1 2024.
  • 849 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.