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LifeSteps Financial’s Eaton ETN Stock Holding History

LifeSteps Financial’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 		$49K Buy
+115
New +$46.4K 0.02% 216
2024
Q2 		– Sell
-80
Closed -$25K – 186
2024
Q1 		$25K Buy
+80
New +$21.9K 0.02% 209

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

LifeSteps Financial's ETN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Eaton (ETN) in Q2 2026: 115 shares worth $49K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ETN as recently as Q1 2024.

LifeSteps Financial first reported a position in ETN in Q1 2024 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • LifeSteps Financial held 115 shares of Eaton worth $49K as of Q2 2026.
  • Eaton was a new LifeSteps Financial position in Q2 2026.
  • Eaton made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #216 holding.
  • LifeSteps Financial first reported a position in Eaton in Q1 2024 and has held it in 2 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.