Legacy Advisory Services
ETN icon

Legacy Advisory Services’s Eaton ETN Stock Holding History

Legacy Advisory 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
Q3 		$489K Sell
1,138
-84
-7% -$35.1K 0.35% 50
2026
Q2 		$521K Sell
1,222
-20
-2% -$8.06K 0.37% 30
2026
Q1 		$444K Buy
1,242
+12
+1% +$4.27K 0.34% 31
2025
Q4 		$392K Hold
1,230
– – 0.29% 33
2025
Q3 		$460K Hold
1,230
– – 0.35% 32
2025
Q2 		$439K Hold
1,230
– – 0.35% 33
2025
Q1 		$334K Sell
1,230
-49
-4% -$15.3K 0.28% 39
2024
Q4 		$424K Hold
1,279
– – 0.36% 38
2024
Q3 		$424K Hold
1,279
– – 0.36% 36
2024
Q2 		$401K Hold
1,279
– – 0.37% 37
2024
Q1 		$400K Sell
1,279
-21
-2% -$5.74K 0.38% 38
2023
Q4 		$313K Buy
+1,300
New +$287K 0.33% 40

Other funds holding ETN

Congress Asset Management
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AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Legacy Advisory Services's ETN Position: Q3 2026 in Review

Legacy Advisory Services reduced its Eaton (ETN) stake by 6.9% in Q3 2026, selling an estimated $35.1K and leaving 1,138 shares worth $489K. The position accounts for 0.35% of the portfolio, ranked #50.

Legacy Advisory Services first reported a position in ETN in Q4 2023 and has held it in 12 quarters since. The position peaked at $521K in Q2 2026. 837 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Legacy Advisory Services held 1,138 shares of Eaton worth $489K as of Q3 2026.
  • Legacy Advisory Services sold 84 Eaton shares in Q3 2026, an estimated $35.1K.
  • Eaton made up 0.35% of Legacy Advisory Services's portfolio in Q3 2026, its #50 holding.
  • Legacy Advisory Services first reported a position in Eaton in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's Eaton position peaked at $521K in Q2 2026.
  • 837 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.