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PKS Advisory Services’s Eaton ETN Stock Holding History

PKS Advisory Services’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 		$617K Sell
1,447
-337
-19% -$136K 0.1% 195
2026
Q1 		$639K Buy
1,784
+46
+3% +$16.4K 0.15% 141
2025
Q4 		$553K Buy
1,738
+7
+0.4% +$2.48K 0.13% 148
2025
Q3 		$648K Buy
1,731
+212
+14% +$77.1K 0.14% 131
2025
Q2 		$542K Sell
1,519
-100
-6% -$30.8K 0.13% 145
2025
Q1 		$440K Sell
1,619
-54
-3% -$16.8K 0.12% 147
2024
Q4 		$556K Buy
+1,673
New +$587K 0.14% 127

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PKS Advisory Services's ETN Position: Q2 2026 in Review

PKS Advisory Services reduced its Eaton (ETN) stake by 19% in Q2 2026, selling an estimated $136K and leaving 1,447 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #195.

PKS Advisory Services first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. The position peaked at $648K in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • PKS Advisory Services held 1,447 shares of Eaton worth $617K as of Q2 2026.
  • PKS Advisory Services sold 337 Eaton shares in Q2 2026, an estimated $136K.
  • Eaton made up 0.1% of PKS Advisory Services's portfolio in Q2 2026, its #195 holding.
  • PKS Advisory Services first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • PKS Advisory Services's Eaton position peaked at $648K in Q3 2025.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.