PFS
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Prospera Financial Services’s Eaton ETN Stock Holding History

Prospera Financial 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 		$14.6M Sell
34,368
-142
-0.4% -$57.3K 0.21% 102
2026
Q1 		$12.3M Sell
34,510
-5,296
-13% -$1.88M 0.2% 115
2025
Q4 		$12.7M Sell
39,806
-264
-0.7% -$93.6K 0.21% 108
2025
Q3 		$15M Sell
40,070
-10
-0% -$3.64K 0.26% 84
2025
Q2 		$14.3M Buy
40,080
+1,680
+4% +$517K 0.27% 81
2025
Q1 		$10.4M Buy
38,400
+548
+1% +$171K 0.24% 98
2024
Q4 		$12.6M Buy
37,852
+10,538
+39% +$3.7M 0.29% 78
2024
Q3 		$9.05M Buy
27,314
+2,761
+11% +$844K 0.23% 94
2024
Q2 		$7.7M Buy
24,553
+4,560
+23% +$1.47M 0.21% 100
2024
Q1 		$6.25M Buy
19,993
+328
+2% +$89.7K 0.19% 117
2023
Q4 		$4.74M Buy
19,665
+1,174
+6% +$259K 0.16% 147
2023
Q3 		$3.94M Buy
18,491
+796
+4% +$172K 0.15% 151
2023
Q2 		$3.56M Buy
17,695
+2,401
+16% +$422K 0.14% 172
2023
Q1 		$2.62M Sell
15,294
-509
-3% -$84.7K 0.11% 228
2022
Q4 		$2.48M Buy
15,803
+3,362
+27% +$515K 0.12% 193
2022
Q3 		$1.66M Buy
12,441
+11,047
+792% +$1.55M 0.09% 262
2022
Q2 		$176K Sell
1,394
-603
-30% -$84.3K 0.01% 763
2022
Q1 		$303K Sell
1,997
-388
-16% -$60.7K 0.01% 742
2021
Q4 		$412K Buy
2,385
+122
+5% +$20.2K 0.02% 624
2021
Q3 		$338K Buy
2,263
+220
+11% +$35.2K 0.02% 630
2021
Q2 		$303K Sell
2,043
-166
-8% -$23.9K 0.02% 651
2021
Q1 		$305K Buy
2,209
+76
+4% +$9.8K 0.02% 613
2020
Q4 		$256K Buy
2,133
+608
+40% +$68.7K 0.02% 579
2020
Q3 		$156K Buy
+1,525
New +$149K 0.06% 292
2020
Q1 		– Sell
-2,112
Closed -$200K – 545
2019
Q4 		$200K Buy
+2,112
New +$188K 0.02% 570
2019
Q2 		– Sell
-2,391
Closed -$200K – 518
2019
Q1 		$200K Buy
+2,391
New +$182K 0.07% 301
2017
Q2 		– Sell
-3,408
Closed -$253K – 435
2017
Q1 		$253K Sell
3,408
-127
-4% -$9.02K 0.05% 295
2016
Q4 		$237K Sell
3,535
-125
-3% -$8.2K 0.05% 314
2016
Q3 		$241K Sell
3,660
-714
-16% -$46.2K 0.05% 311
2016
Q2 		$261K Buy
4,374
+600
+16% +$36.9K 0.05% 269
2016
Q1 		$236K Sell
3,774
-73
-2% -$4.03K 0.05% 262
2015
Q4 		$200K Buy
+3,847
New +$208K 0.04% 268
2015
Q3 		– Sell
-4,559
Closed -$308K – 304
2015
Q2 		$308K Sell
4,559
-631
-12% -$44.5K 0.07% 197
2015
Q1 		$353K Buy
5,190
+1,545
+42% +$105K 0.08% 186
2014
Q4 		$248K Buy
+3,645
New +$240K 0.06% 237
2014
Q3 		– Sell
-4,372
Closed -$337K – 279
2014
Q2 		$337K Buy
+4,372
New +$324K 0.09% 182

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
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

Prospera Financial Services's ETN Position: Q2 2026 in Review

Prospera Financial Services reduced its Eaton (ETN) stake by 0.41% in Q2 2026, selling an estimated $57.3K and leaving 34,368 shares worth $14.6M. The position accounts for 0.21% of the portfolio, ranked #102.

Prospera Financial Services first reported a position in ETN in Q2 2014 and has held it in 36 quarters since. The position peaked at $15M in Q3 2025. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Prospera Financial Services held 34,368 shares of Eaton worth $14.6M as of Q2 2026.
  • Prospera Financial Services sold 142 Eaton shares in Q2 2026, an estimated $57.3K.
  • Eaton made up 0.21% of Prospera Financial Services's portfolio in Q2 2026, its #102 holding.
  • Prospera Financial Services first reported a position in Eaton in Q2 2014 and has held it in 36 quarters since.
  • Prospera Financial Services's Eaton position peaked at $15M in Q3 2025.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.