LVZ Inc’s Eaton ETN Stock Holding History

LVZ Inc’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	$715K	Buy	1,678 +30	+2%	+$12.1K	0.07%	86
2026 Q1	$589K	Buy	1,648 +24	+1%	+$8.54K	0.07%	85
2025 Q4	$517K	Buy	1,624 +43	+3%	+$15.2K	0.06%	94
2025 Q3	$592K	Buy	1,581 +24	+2%	+$8.73K	0.07%	86
2025 Q2	$556K	Hold	1,557	–	–	0.07%	79
2025 Q1	$423K	Hold	1,557	–	–	0.06%	88
2024 Q4	$517K	Hold	1,557	–	–	0.07%	77
2024 Q3	$516K	Buy	1,557 +10	+0.6%	+$3.06K	0.07%	68
2024 Q2	$485K	Hold	1,547	–	–	0.07%	69
2024 Q1	$484K	Buy	1,547 +76	+5%	+$20.8K	0.07%	67
2023 Q4	$354K	Sell	1,471 -100	-6%	-$22.1K	0.05%	96
2023 Q3	$335K	Buy	1,571 +75	+5%	+$16.2K	0.05%	81
2023 Q2	$301K	Buy	+1,496	New	+$263K	0.04%	112

Other funds holding ETN

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

LVZ Inc's ETN Position: Q2 2026 in Review

LVZ Inc increased its Eaton (ETN) stake by 1.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 1,678 shares worth $715K. The position accounts for 0.07% of the portfolio, ranked #86.

LVZ Inc first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. 982 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

LVZ Inc held 1,678 shares of Eaton worth $715K as of Q2 2026.
LVZ Inc bought 30 Eaton shares in Q2 2026, an estimated $12.1K.
Eaton made up 0.07% of LVZ Inc's portfolio in Q2 2026, its #86 holding.
LVZ Inc first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
982 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.