SMA
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Sage Mountain Advisors’s Eaton ETN Stock Holding History

Sage Mountain 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 		$332K Buy
779
+91
+13% +$36.7K 0.02% 173
2026
Q1 		$246K Sell
688
-8,686
-93% -$3.09M 0.02% 183
2025
Q4 		$2.99M Sell
9,374
-2,505
-21% -$888K 0.16% 70
2025
Q3 		$4.45M Buy
11,879
+5,546
+88% +$2.02M 0.25% 53
2025
Q2 		$2.26M Buy
6,333
+1,052
+20% +$324K 0.15% 73
2025
Q1 		$1.44M Sell
5,281
-145
-3% -$45.1K 0.11% 87
2024
Q4 		$1.8M Sell
5,426
-265
-5% -$93K 0.13% 78
2024
Q3 		$1.89M Buy
5,691
+1,526
+37% +$466K 0.16% 69
2024
Q2 		$1.31M Buy
4,165
+397
+11% +$128K 0.12% 81
2024
Q1 		$1.18M Buy
3,768
+529
+16% +$145K 0.12% 86
2023
Q4 		$780K Buy
3,239
+106
+3% +$23.4K 0.09% 96
2023
Q3 		$668K Buy
3,133
+108
+4% +$23.3K 0.09% 93
2023
Q2 		$608K Buy
3,025
+476
+19% +$83.7K 0.09% 98
2023
Q1 		$437K Buy
+2,549
New +$424K 0.07% 117
2022
Q1 		– Sell
-2,063
Closed -$357K – 642
2021
Q4 		$357K Sell
2,063
-59
-3% -$9.78K 0.04% 400
2021
Q3 		$317K Buy
2,122
+461
+28% +$73.7K 0.05% 344
2021
Q2 		$246K Buy
1,661
+106
+7% +$15.3K 0.04% 351
2021
Q1 		$215K Buy
+1,555
New +$200K 0.05% 287

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

Sage Mountain Advisors's ETN Position: Q2 2026 in Review

Sage Mountain Advisors increased its Eaton (ETN) stake by 13% in Q2 2026, buying an estimated $36.7K and bringing the position to 779 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #173.

Sage Mountain Advisors first reported a position in ETN in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.45M in Q3 2025. 2,672 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sage Mountain Advisors held 779 shares of Eaton worth $332K as of Q2 2026.
  • Sage Mountain Advisors bought 91 Eaton shares in Q2 2026, an estimated $36.7K.
  • Eaton made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #173 holding.
  • Sage Mountain Advisors first reported a position in Eaton in Q1 2021 and has held it in 18 quarters since.
  • Sage Mountain Advisors's Eaton position peaked at $4.45M in Q3 2025.
  • 2,672 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.