Legacy Private Trust’s Eaton ETN Stock Holding History

Legacy Private Trust’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	$2.35M	Buy	5,471 +341	+7%	+$142K	0.13%	111
2026 Q2	$2.19M	Buy	5,130 +1,641	+47%	+$662K	0.12%	120
2026 Q1	$1.25M	Buy	+3,489	New	+$1.24M	0.08%	151
2014 Q4	–	Sell	-3,570	Closed	-$226K	–	260
2014 Q3	$226K	Sell	3,570 -582	-14%	-$41.3K	0.03%	237
2014 Q2	$320K	Hold	4,152	–	–	0.05%	208
2014 Q1	$312K	Hold	4,152	–	–	0.05%	171
2013 Q4	$316K	Hold	4,152	–	–	0.06%	168
2013 Q3	$286K	Hold	4,152	–	–	0.06%	159
2013 Q2	$273K	Buy	+4,152	New	+$262K	0.06%	156

Other funds holding ETN

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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 Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Legacy Private Trust's ETN Position: Q3 2026 in Review

Legacy Private Trust increased its Eaton (ETN) stake by 6.6% in Q3 2026, buying an estimated $142K and bringing the position to 5,471 shares worth $2.35M. The position accounts for 0.13% of the portfolio, ranked #111.

Legacy Private Trust first reported a position in ETN in Q2 2013 and has held it in 9 quarters since. 375 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Legacy Private Trust held 5,471 shares of Eaton worth $2.35M as of Q3 2026.
Legacy Private Trust bought 341 Eaton shares in Q3 2026, an estimated $142K.
Eaton made up 0.13% of Legacy Private Trust's portfolio in Q3 2026, its #111 holding.
Legacy Private Trust first reported a position in Eaton in Q2 2013 and has held it in 9 quarters since.
375 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.