OFG
ETN icon

Opulen Financial Group’s Eaton ETN Stock Holding History

Opulen 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 		$309K Buy
726
+12
+2% +$4.84K 0.19% 88
2026
Q1 		$255K Buy
714
+24
+3% +$8.54K 0.18% 92
2025
Q4 		$220K Buy
690
+7
+1% +$2.48K 0.16% 101
2025
Q3 		$256K Buy
683
+26
+4% +$9.46K 0.19% 89
2025
Q2 		$235K Buy
+657
New +$202K 0.19% 86
2025
Q1 		– Sell
-649
Closed -$215K – 91
2024
Q4 		$215K Buy
+649
New +$228K 0.2% 83

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Opulen Financial Group increased its Eaton (ETN) stake by 1.7% in Q2 2026, buying an estimated $4.84K and bringing the position to 726 shares worth $309K. The position accounts for 0.19% of the portfolio, ranked #88.

Opulen Financial Group first reported a position in ETN in Q4 2024 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Opulen Financial Group held 726 shares of Eaton worth $309K as of Q2 2026.
  • Opulen Financial Group bought 12 Eaton shares in Q2 2026, an estimated $4.84K.
  • Eaton made up 0.19% of Opulen Financial Group's portfolio in Q2 2026, its #88 holding.
  • Opulen Financial Group first reported a position in Eaton in Q4 2024 and has held it in 6 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.