LFS
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Legacy Financial Strategies’s Eaton ETN Stock Holding History

Legacy Financial Strategies’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 		$690K Buy
1,606
+686
+75% +$286K 0.11% 73
2026
Q2 		$392K Buy
920
+106
+13% +$42.7K 0.06% 97
2026
Q1 		$291K Buy
814
+54
+7% +$19.2K 0.05% 116
2025
Q4 		$242K Sell
760
-26
-3% -$9.21K 0.04% 124
2025
Q3 		$294K Buy
786
+45
+6% +$16.4K 0.05% 108
2025
Q2 		$265K Sell
741
-6
-0.8% -$1.85K 0.05% 108
2025
Q1 		$203K Sell
747
-42
-5% -$13.1K 0.04% 117
2024
Q4 		$262K Buy
789
+17
+2% +$5.97K 0.06% 98
2024
Q3 		$256K Buy
+772
New +$236K 0.06% 98

Other funds holding ETN

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Legacy Financial Strategies's ETN Position: Q3 2026 in Review

Legacy Financial Strategies increased its Eaton (ETN) stake by 75% in Q3 2026, buying an estimated $286K and bringing the position to 1,606 shares worth $690K. The position accounts for 0.11% of the portfolio, ranked #73.

Legacy Financial Strategies first reported a position in ETN in Q3 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Legacy Financial Strategies held 1,606 shares of Eaton worth $690K as of Q3 2026.
  • Legacy Financial Strategies bought 686 Eaton shares in Q3 2026, an estimated $286K.
  • Eaton made up 0.11% of Legacy Financial Strategies's portfolio in Q3 2026, its #73 holding.
  • Legacy Financial Strategies first reported a position in Eaton in Q3 2024 and has held it in 9 quarters since.
  • 390 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.