LVM Capital Management’s Eaton ETN Stock Holding History

LVM Capital Management’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	$806K	Buy	1,891 +40	+2%	+$16.1K	0.07%	86
2026 Q1	$662K	Buy	1,851 +218	+13%	+$77.6K	0.06%	96
2025 Q4	$520K	Sell	1,633 -10	-0.6%	-$3.54K	0.05%	105
2025 Q3	$615K	Hold	1,643	–	–	0.06%	98
2025 Q2	$587K	Hold	1,643	–	–	0.06%	103
2025 Q1	$447K	Hold	1,643	–	–	0.05%	114
2024 Q4	$545K	Buy	1,643 +41	+3%	+$14.4K	0.06%	106
2024 Q3	$502K	Hold	1,602	–	–	0.06%	110
2024 Q2	$502K	Buy	1,602 +20	+1%	+$6.46K	0.06%	110
2024 Q1	$495K	Buy	1,582 +85	+6%	+$23.2K	0.06%	106
2023 Q4	$361K	Hold	1,497	–	–	0.05%	119
2023 Q3	$319K	Hold	1,497	–	–	0.05%	116
2023 Q2	$301K	Hold	1,497	–	–	0.04%	118
2023 Q1	$256K	Hold	1,497	–	–	0.04%	127
2022 Q4	$235K	Buy	+1,497	New	+$229K	0.03%	120
2022 Q2	–	Sell	-1,318	Closed	-$200K	–	133
2022 Q1	$200K	Buy	1,318 +3	+0.2%	+$470	0.03%	136
2021 Q4	$227K	Buy	+1,315	New	+$218K	0.03%	120

Other funds holding ETN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVM Capital Management's ETN Position: Q2 2026 in Review

LVM Capital Management increased its Eaton (ETN) stake by 2.2% in Q2 2026, buying an estimated $16.1K and bringing the position to 1,891 shares worth $806K. The position accounts for 0.07% of the portfolio, ranked #86.

LVM Capital Management first reported a position in ETN in Q4 2021 and has held it in 17 quarters since. 1,258 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

LVM Capital Management held 1,891 shares of Eaton worth $806K as of Q2 2026.
LVM Capital Management bought 40 Eaton shares in Q2 2026, an estimated $16.1K.
Eaton made up 0.07% of LVM Capital Management's portfolio in Q2 2026, its #86 holding.
LVM Capital Management first reported a position in Eaton in Q4 2021 and has held it in 17 quarters since.
1,258 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.