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Kelly Financial Services’s Eaton ETN Stock Holding History

Kelly Financial Services’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 		$222K Sell
520
-44
-8% -$17.7K 0.05% 131
2026
Q1 		$202K Buy
+564
New +$201K 0.05% 126
2024
Q3 		– Sell
-17
Closed -$5.26K – 296
2024
Q2 		$5.26K Hold
17
– – ﹤0.01% 489
2024
Q1 		$5.24K Buy
+17
New +$4.65K ﹤0.01% 493

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
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

Kelly Financial Services's ETN Position: Q2 2026 in Review

Kelly Financial Services reduced its Eaton (ETN) stake by 7.8% in Q2 2026, selling an estimated $17.7K and leaving 520 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #131.

Kelly Financial Services first reported a position in ETN in Q1 2024 and has held it in 4 quarters since. 1,128 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Kelly Financial Services held 520 shares of Eaton worth $222K as of Q2 2026.
  • Kelly Financial Services sold 44 Eaton shares in Q2 2026, an estimated $17.7K.
  • Eaton made up 0.05% of Kelly Financial Services's portfolio in Q2 2026, its #131 holding.
  • Kelly Financial Services first reported a position in Eaton in Q1 2024 and has held it in 4 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.