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Realta Investment Advisors’s Eaton ETN Stock Holding History

Realta Investment 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 		$1.09M Buy
2,555
+231
+10% +$93.2K 0.34% 77
2026
Q1 		$831K Sell
2,324
-48
-2% -$17.1K 0.29% 86
2025
Q4 		$756K Buy
2,372
+486
+26% +$172K 0.25% 89
2025
Q3 		$706K Buy
1,886
+263
+16% +$95.7K 0.24% 86
2025
Q2 		$579K Sell
1,623
-669
-29% -$206K 0.23% 92
2025
Q1 		$623K Buy
2,292
+654
+40% +$204K 0.28% 82
2024
Q4 		$561K Buy
+1,638
New +$575K 0.23% 92
2024
Q3 		– Sell
-3,037
Closed -$952K – 459
2024
Q2 		$952K Sell
3,037
-9
-0.3% -$2.91K 0.19% 122
2024
Q1 		$952K Sell
3,046
-739
-20% -$202K 0.2% 124
2023
Q4 		$911K Sell
3,785
-129
-3% -$28.5K 0.21% 129
2023
Q3 		$787K Hold
3,914
– – 0.18% 128
2023
Q2 		$787K Sell
3,914
-122
-3% -$21.5K 0.17% 135
2023
Q1 		$692K Sell
4,036
-307
-7% -$51.1K 0.17% 142
2022
Q4 		$682K Sell
4,343
-116
-3% -$17.8K 0.17% 143
2022
Q3 		$595K Buy
4,459
+13
+0.3% +$1.82K 0.16% 164
2022
Q2 		$566K Buy
4,446
+255
+6% +$35.7K 0.14% 169
2022
Q1 		$636K Buy
4,191
+222
+6% +$34.8K 0.13% 179
2021
Q4 		$686K Buy
3,969
+377
+10% +$62.5K 0.15% 168
2021
Q3 		$536K Buy
3,592
+357
+11% +$57.1K 0.13% 190
2021
Q2 		$479K Buy
3,235
+359
+12% +$51.7K 0.11% 205
2021
Q1 		$398K Sell
2,876
-1,340
-32% -$173K 0.1% 239
2020
Q4 		$507K Sell
4,216
-125
-3% -$14.1K 0.14% 165
2020
Q3 		$443K Buy
+4,341
New +$424K 0.15% 167
2020
Q1 		– Sell
-5,508
Closed -$509K – 624
2019
Q4 		$509K Buy
5,508
+465
+9% +$41.3K 0.14% 182
2019
Q3 		$416K Sell
5,043
-248
-5% -$20.1K 0.11% 206
2019
Q2 		$437K Sell
5,291
-752
-12% -$60.9K 0.12% 191
2019
Q1 		$480K Buy
+6,043
New +$461K 0.22% 136

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Realta Investment Advisors's ETN Position: Q2 2026 in Review

Realta Investment Advisors increased its Eaton (ETN) stake by 9.9% in Q2 2026, buying an estimated $93.2K and bringing the position to 2,555 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #77.

Realta Investment Advisors first reported a position in ETN in Q1 2019 and has held it in 27 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Realta Investment Advisors held 2,555 shares of Eaton worth $1.09M as of Q2 2026.
  • Realta Investment Advisors bought 231 Eaton shares in Q2 2026, an estimated $93.2K.
  • Eaton made up 0.34% of Realta Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Realta Investment Advisors first reported a position in Eaton in Q1 2019 and has held it in 27 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.