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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
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

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

Legacy Financial Strategies's ETN Position: Q2 2026 in Review

Legacy Financial Strategies increased its Eaton (ETN) stake by 13% in Q2 2026, buying an estimated $42.7K and bringing the position to 920 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #97.

Legacy Financial Strategies first reported a position in ETN in Q3 2024 and has held it in 8 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Legacy Financial Strategies held 920 shares of Eaton worth $392K as of Q2 2026.
  • Legacy Financial Strategies bought 106 Eaton shares in Q2 2026, an estimated $42.7K.
  • Eaton made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #97 holding.
  • Legacy Financial Strategies first reported a position in Eaton in Q3 2024 and has held it in 8 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.