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LGT Financial Advisors’s Eaton ETN Stock Holding History

LGT Financial Advisors’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 		$14.9K Hold
35
– – 0.08% 114
2026
Q1 		$12.5K Hold
35
– – 0.06% 119
2025
Q4 		$11.1K Hold
35
– – 0.07% 127
2025
Q3 		$13.1K Hold
35
– – 0.03% 215
2025
Q2 		$12.5K Buy
+35
New +$10.8K 0.03% 190
2024
Q3 		– Sell
-104
Closed -$32.6K – 725
2024
Q2 		$32.6K Buy
+104
New +$33.6K 0.07% 210
2023
Q4 		– Sell
-22
Closed -$4.69K – 888
2023
Q3 		$4.69K Sell
22
-4,938
-100% -$1.06M 0.01% 634
2023
Q2 		$997K Buy
4,960
+2,789
+128% +$491K 1.06% 23
2023
Q1 		$372K Buy
+2,171
New +$361K 0.69% 34

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LGT Financial Advisors's ETN Position: Q2 2026 in Review

LGT Financial Advisors held its Eaton (ETN) position steady in Q2 2026 at 35 shares worth $14.9K. The position accounts for 0.08% of the portfolio, ranked #114.

LGT Financial Advisors first reported a position in ETN in Q1 2023 and has held it in 9 quarters since. The position peaked at $997K in Q2 2023. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • LGT Financial Advisors held 35 shares of Eaton worth $14.9K as of Q2 2026.
  • LGT Financial Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.08% of LGT Financial Advisors's portfolio in Q2 2026, its #114 holding.
  • LGT Financial Advisors first reported a position in Eaton in Q1 2023 and has held it in 9 quarters since.
  • LGT Financial Advisors's Eaton position peaked at $997K in Q2 2023.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.