RM Financial Services’s Eaton ETN Stock Holding History

RM Financial Services’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	Hold	712	–	–	0.23%	63
2026 Q1	$255K	Hold	712	–	–	0.22%	64
2025 Q4	$227K	Buy	+712	New	+$252K	0.2%	68

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RM Financial Services's ETN Position: Q2 2026 in Review

RM Financial Services held its Eaton (ETN) position steady in Q2 2026 at 712 shares worth $303K. The position accounts for 0.23% of the portfolio, ranked #63.

RM Financial Services first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 2,667 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

RM Financial Services held 712 shares of Eaton worth $303K as of Q2 2026.
RM Financial Services left its Eaton share count unchanged in Q2 2026.
Eaton made up 0.23% of RM Financial Services's portfolio in Q2 2026, its #63 holding.
RM Financial Services first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
2,667 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.