Quantum Financial Advisors’s Eaton ETN Stock Holding History

Quantum Financial Advisors’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	$303K	Buy	712 +3	+0.4%	+$1.21K	0.03%	179
2026 Q1	$254K	Buy	709 +39	+6%	+$13.9K	0.03%	193
2025 Q4	$213K	Buy	670 +1	+0.1%	+$354	0.02%	205
2025 Q3	$250K	Buy	669 +1	+0.1%	+$364	0.03%	162
2025 Q2	$238K	Buy	+668	New	+$206K	0.03%	160
2025 Q1	–	Sell	-669	Closed	-$222K	–	184
2024 Q4	$222K	Buy	669 +1	+0.1%	+$351	0.03%	166
2024 Q3	$221K	Hold	668	–	–	0.03%	165
2024 Q2	$209K	Hold	668	–	–	0.04%	158
2024 Q1	$209K	Buy	+668	New	+$183K	0.04%	165

Other funds holding ETN

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Quantum Financial Advisors's ETN Position: Q2 2026 in Review

Quantum Financial Advisors increased its Eaton (ETN) stake by 0.42% in Q2 2026, buying an estimated $1.21K and bringing the position to 712 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #179.

Quantum Financial Advisors first reported a position in ETN in Q1 2024 and has held it in 9 quarters since. 911 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Quantum Financial Advisors held 712 shares of Eaton worth $303K as of Q2 2026.
Quantum Financial Advisors bought 3 Eaton shares in Q2 2026, an estimated $1.21K.
Eaton made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #179 holding.
Quantum Financial Advisors first reported a position in Eaton in Q1 2024 and has held it in 9 quarters since.
911 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.