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Secure Asset Management’s Eaton ETN Stock Holding History

Secure Asset Management’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 		$405K Buy
+951
New +$384K 0.06% 216
2025
Q2 		– Sell
-3,210
Closed -$873K – 325
2025
Q1 		$873K Buy
3,210
+277
+9% +$86.2K 0.17% 130
2024
Q4 		$973K Buy
2,933
+188
+7% +$66K 0.15% 132
2024
Q3 		$910K Buy
2,745
+223
+9% +$68.1K 0.15% 138
2024
Q2 		$791K Buy
+2,522
New +$814K 0.15% 135
2021
Q3 		– Sell
-1,574
Closed -$233K – 190
2021
Q2 		$233K Buy
+1,574
New +$227K 0.12% 162

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Secure Asset Management's ETN Position: Q2 2026 in Review

Secure Asset Management opened a new position in Eaton (ETN) in Q2 2026: 951 shares worth $405K. The stake represents 0.06% of the portfolio and ranks #216 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in ETN as recently as Q1 2025.

Secure Asset Management first reported a position in ETN in Q2 2021 and has held it in 6 quarters since. The position peaked at $973K in Q4 2024. 458 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Secure Asset Management held 951 shares of Eaton worth $405K as of Q2 2026.
  • Eaton was a new Secure Asset Management position in Q2 2026.
  • Eaton made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #216 holding.
  • Secure Asset Management first reported a position in Eaton in Q2 2021 and has held it in 6 quarters since.
  • Secure Asset Management's Eaton position peaked at $973K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.