KMG Fiduciary Partners’s Eaton ETN Stock Holding History

KMG Fiduciary 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	$320K	Sell	751 -132	-15%	-$53.2K	0.03%	177
2026 Q1	$316K	Buy	883 +1	+0.1%	+$356	0.02%	226
2025 Q4	$281K	Buy	882 +3	+0.3%	+$1.06K	0.02%	236
2025 Q3	$329K	Hold	879	–	–	0.02%	255
2025 Q2	$314K	Hold	879	–	–	0.02%	255
2025 Q1	$239K	Sell	879 -7	-0.8%	-$2.18K	0.02%	265
2024 Q4	$294K	Buy	886 +7	+0.8%	+$2.46K	0.02%	244
2024 Q3	$291K	Hold	879	–	–	0.03%	241
2024 Q2	$276K	Sell	879 -9	-1%	-$2.91K	0.03%	216
2024 Q1	$278K	Buy	+888	New	+$243K	0.03%	211

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KMG Fiduciary Partners's ETN Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Eaton (ETN) stake by 15% in Q2 2026, selling an estimated $53.2K and leaving 751 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #177.

KMG Fiduciary Partners first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. The position peaked at $329K in Q3 2025. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

KMG Fiduciary Partners held 751 shares of Eaton worth $320K as of Q2 2026.
KMG Fiduciary Partners sold 132 Eaton shares in Q2 2026, an estimated $53.2K.
Eaton made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #177 holding.
KMG Fiduciary Partners first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
KMG Fiduciary Partners's Eaton position peaked at $329K in Q3 2025.
959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.