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
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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SageView Advisory Group's ETN Position: Q4 2025 in Review

SageView Advisory Group increased its Eaton (ETN) stake by 1.6% in Q4 2025, buying an estimated $29.1K and bringing the position to 5,119 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #186.

SageView Advisory Group first reported a position in ETN in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2024. 2,459 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

SageView Advisory Group held 5,119 shares of Eaton worth $1.63M as of Q4 2025.
SageView Advisory Group bought 82 Eaton shares in Q4 2025, an estimated $29.1K.
Eaton made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #186 holding.
SageView Advisory Group first reported a position in Eaton in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's Eaton position peaked at $1.98M in Q4 2024.
2,459 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.