Prota Financial
ETN icon

Prota Financial’s Eaton ETN Stock Holding History

Prota Financial’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
Q3 		$676K Sell
1,546
-6
-0.4% -$2.5K 0.43% 35
2026
Q2 		$640K Sell
1,552
-13
-0.8% -$5.24K 0.42% 39
2026
Q1 		$560K Buy
1,565
+244
+18% +$86.8K 0.41% 41
2025
Q4 		$421K Buy
+1,321
New +$468K 0.3% 48

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Wealth Enhancement Advisory Services
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Prota Financial's ETN Position: Q3 2026 in Review

Prota Financial reduced its Eaton (ETN) stake by 0.39% in Q3 2026, selling an estimated $2.5K and leaving 1,546 shares worth $676K. The position accounts for 0.43% of the portfolio, ranked #35.

Prota Financial first reported a position in ETN in Q4 2025 and has held it in 4 quarters since. 837 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Prota Financial held 1,546 shares of Eaton worth $676K as of Q3 2026.
  • Prota Financial sold 6 Eaton shares in Q3 2026, an estimated $2.5K.
  • Eaton made up 0.43% of Prota Financial's portfolio in Q3 2026, its #35 holding.
  • Prota Financial first reported a position in Eaton in Q4 2025 and has held it in 4 quarters since.
  • 837 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.