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Safeguard Investment Advisory Group’s Eaton ETN Stock Holding History

Safeguard Investment Advisory Group’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 		$302K Buy
709
+55
+8% +$22.2K 0.07% 124
2026
Q1 		$234K Sell
654
-59
-8% -$21K 0.06% 121
2025
Q4 		$227K Buy
713
+10
+1% +$3.54K 0.06% 123
2025
Q3 		$263K Sell
703
-318
-31% -$116K 0.07% 114
2025
Q2 		$364K Sell
1,021
-131
-11% -$40.3K 0.09% 95
2025
Q1 		$313K Buy
1,152
+372
+48% +$116K 0.09% 94
2024
Q4 		$259K Sell
780
-18
-2% -$6.32K 0.07% 91
2024
Q3 		$265K Sell
798
-56
-7% -$17.1K 0.08% 88
2024
Q2 		$268K Sell
854
-20
-2% -$6.46K 0.08% 80
2024
Q1 		$273K Sell
874
-29
-3% -$7.93K 0.09% 77
2023
Q4 		$217K Buy
+903
New +$199K 0.08% 91
2021
Q1 		– Sell
-200
Closed -$24K – 265
2020
Q4 		$24K Buy
+200
New +$22.6K 0.02% 283

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's ETN Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Eaton (ETN) stake by 8.4% in Q2 2026, buying an estimated $22.2K and bringing the position to 709 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #124.

Safeguard Investment Advisory Group first reported a position in ETN in Q4 2020 and has held it in 12 quarters since. The position peaked at $364K in Q2 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Safeguard Investment Advisory Group held 709 shares of Eaton worth $302K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 55 Eaton shares in Q2 2026, an estimated $22.2K.
  • Eaton made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #124 holding.
  • Safeguard Investment Advisory Group first reported a position in Eaton in Q4 2020 and has held it in 12 quarters since.
  • Safeguard Investment Advisory Group's Eaton position peaked at $364K in Q2 2025.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.