SageView Advisory Group’s Eaton ETN Stock Holding History

SageView 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	$1.79M	Sell	4,193 -101	-2%	-$40.7K	0.06%	168
2026 Q1	$1.54M	Sell	4,294 -825	-16%	-$294K	0.06%	174
2025 Q4	$1.63M	Buy	5,119 +82	+2%	+$29.1K	0.06%	186
2025 Q3	$1.89M	Buy	5,037 +49	+1%	+$17.8K	0.07%	165
2025 Q2	$1.96M	Sell	4,988 -292	-6%	-$89.9K	0.07%	138
2025 Q1	$1.44M	Sell	5,280 -686	-11%	-$214K	0.06%	173
2024 Q4	$1.98M	Buy	5,966 +3,638	+156%	+$1.28M	0.09%	127
2024 Q3	$772K	Sell	2,328 -3,427	-60%	-$1.05M	0.04%	231
2024 Q2	$1.8M	Buy	5,755 +2,085	+57%	+$673K	0.08%	137
2024 Q1	$1.15M	Sell	3,670 -3,089	-46%	-$845K	0.06%	180
2023 Q4	$1.69M	Buy	6,759 +4,040	+149%	+$892K	0.07%	173
2023 Q3	$580K	Sell	2,719 -41	-1%	-$8.84K	0.03%	309
2023 Q2	$555K	Buy	+2,760	New	+$485K	0.03%	331

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

SageView Advisory Group's ETN Position: Q2 2026 in Review

SageView Advisory Group reduced its Eaton (ETN) stake by 2.4% in Q2 2026, selling an estimated $40.7K and leaving 4,193 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #168.

SageView Advisory Group first reported a position in ETN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.98M in Q4 2024. 2,676 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

SageView Advisory Group held 4,193 shares of Eaton worth $1.79M as of Q2 2026.
SageView Advisory Group sold 101 Eaton shares in Q2 2026, an estimated $40.7K.
Eaton made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #168 holding.
SageView Advisory Group first reported a position in Eaton in Q2 2023 and has held it in 13 quarters since.
SageView Advisory Group's Eaton position peaked at $1.98M in Q4 2024.
2,676 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.