MFG
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Merit Financial Group’s Eaton ETN Stock Holding History

Merit Financial Group’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 		$15.8M Buy
37,080
+406
+1% +$164K 0.1% 185
2026
Q1 		$13.1M Buy
36,674
+4,275
+13% +$1.52M 0.1% 191
2025
Q4 		$10.3M Buy
32,399
+1,142
+4% +$405K 0.08% 200
2025
Q3 		$11.7M Sell
31,257
-43
-0.1% -$15.6K 0.11% 152
2025
Q2 		$11.2M Buy
31,300
+811
+3% +$250K 0.12% 131
2025
Q1 		$8.29M Buy
30,489
+631
+2% +$196K 0.12% 135
2024
Q4 		$9.91M Buy
29,858
+5,057
+20% +$1.77M 0.18% 109
2024
Q3 		$8.22M Buy
24,801
+5,020
+25% +$1.53M 0.18% 97
2024
Q2 		$6.2M Buy
19,781
+1,005
+5% +$324K 0.14% 121
2024
Q1 		$6.02M Buy
18,776
+12,206
+186% +$3.34M 0.14% 118
2023
Q4 		$1.58M Sell
6,570
-85
-1% -$18.8K 0.05% 234
2023
Q3 		$1.42M Buy
6,655
+535
+9% +$115K 0.05% 271
2023
Q2 		$1.23M Buy
6,120
+3,416
+126% +$601K 0.04% 298
2023
Q1 		$463K Sell
2,704
-28
-1% -$4.66K 0.02% 421
2022
Q4 		$429K Buy
2,732
+810
+42% +$124K 0.02% 462
2022
Q3 		$256K Sell
1,922
-2
-0.1% -$280 0.01% 472
2022
Q2 		$242K Hold
1,924
– – 0.01% 485
2022
Q1 		$292K Buy
1,924
+63
+3% +$9.86K 0.02% 309
2021
Q4 		$322K Buy
1,861
+63
+4% +$10.4K 0.03% 214
2021
Q3 		$269K Buy
1,798
+1
+0.1% +$160 0.03% 223
2021
Q2 		$266K Buy
1,797
+150
+9% +$21.6K 0.03% 220
2021
Q1 		$228K Buy
+1,647
New +$212K 0.02% 216

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Merit Financial Group's ETN Position: Q2 2026 in Review

Merit Financial Group increased its Eaton (ETN) stake by 1.1% in Q2 2026, buying an estimated $164K and bringing the position to 37,080 shares worth $15.8M. The position accounts for 0.1% of the portfolio, ranked #185.

Merit Financial Group first reported a position in ETN in Q1 2021 and has held it in 22 quarters since. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Merit Financial Group held 37,080 shares of Eaton worth $15.8M as of Q2 2026.
  • Merit Financial Group bought 406 Eaton shares in Q2 2026, an estimated $164K.
  • Eaton made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #185 holding.
  • Merit Financial Group first reported a position in Eaton in Q1 2021 and has held it in 22 quarters since.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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