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SACKS & ASSOCIATES, LLC’s Eaton ETN Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$409K Hold
985
– – 0.28% 61
2026
Q1 		$352K Hold
985
– – 0.26% 63
2025
Q4 		$314K Buy
+985
New +$349K 0.23% 64

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Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's ETN Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its Eaton (ETN) position steady in Q2 2026 at 985 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #61.

SACKS & ASSOCIATES, LLC first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 1,614 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 985 shares of Eaton worth $409K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.28% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #61 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.