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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
Q2 		$4.47M Buy
10,480
+1,331
+15% +$537K 1.24% 15
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Resurgent Financial Advisors increased its Eaton (ETN) stake by 15% in Q2 2026, buying an estimated $537K and bringing the position to 10,480 shares worth $4.47M. The position accounts for 1.24% of the portfolio, ranked #15.

Resurgent Financial Advisors first reported a position in ETN in Q4 2021 and has held it in 19 quarters since. 2,671 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Resurgent Financial Advisors held 10,480 shares of Eaton worth $4.47M as of Q2 2026.
  • Resurgent Financial Advisors bought 1,331 Eaton shares in Q2 2026, an estimated $537K.
  • Eaton made up 1.24% of Resurgent Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Resurgent Financial Advisors first reported a position in Eaton in Q4 2021 and has held it in 19 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.