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Resurgent Financial Advisors’s Eaton ETN Stock Holding History

Resurgent 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
Q1 		$3.27M Buy
9,149
+3,751
+69% +$1.33M 1.18% 19
2025
Q4 		$1.72M Sell
5,398
-128
-2% -$45.4K 0.86% 26
2025
Q3 		$2.07M Sell
5,526
-721
-12% -$262K 1.02% 20
2025
Q2 		$2.23M Buy
6,247
+100
+2% +$30.8K 1.22% 15
2025
Q1 		$1.67M Sell
6,147
-638
-9% -$199K 1% 21
2024
Q4 		$2.25M Sell
6,785
-186
-3% -$65.3K 1.33% 14
2024
Q3 		$2.31M Sell
6,971
-235
-3% -$71.8K 1.35% 15
2024
Q2 		$2.26M Sell
7,206
-512
-7% -$165K 1.4% 15
2024
Q1 		$2.41M Sell
7,718
-1,291
-14% -$353K 1.29% 16
2023
Q4 		$2.17M Sell
9,009
-550
-6% -$121K 1.33% 12
2023
Q3 		$2.04M Sell
9,559
-361
-4% -$77.8K 1.39% 12
2023
Q2 		$1.99M Sell
9,920
-19
-0.2% -$3.34K 1.32% 13
2023
Q1 		$1.7M Buy
9,939
+258
+3% +$42.9K 1.13% 16
2022
Q4 		$1.52M Sell
9,681
-72
-0.7% -$11K 0.8% 29
2022
Q3 		$1.3M Buy
9,753
+561
+6% +$78.5K 0.87% 33
2022
Q2 		$1.16M Buy
9,192
+862
+10% +$121K 0.74% 35
2022
Q1 		$1.26M Buy
8,330
+637
+8% +$99.7K 0.78% 28
2021
Q4 		$1.33M Buy
+7,693
New +$1.27M 1.06% 22

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Resurgent Financial Advisors's ETN Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Eaton (ETN) stake by 69% in Q1 2026, buying an estimated $1.33M and bringing the position to 9,149 shares worth $3.27M. The position accounts for 1.18% of the portfolio, ranked #19.

Resurgent Financial Advisors first reported a position in ETN in Q4 2021 and has held it in 18 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Resurgent Financial Advisors held 9,149 shares of Eaton worth $3.27M as of Q1 2026.
  • Resurgent Financial Advisors bought 3,751 Eaton shares in Q1 2026, an estimated $1.33M.
  • Eaton made up 1.18% of Resurgent Financial Advisors's portfolio in Q1 2026, its #19 holding.
  • Resurgent Financial Advisors first reported a position in Eaton in Q4 2021 and has held it in 18 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.