SFS
ETN icon

Sharp Financial Services’s Eaton ETN Stock Holding History

Sharp Financial Services’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 		$845K Buy
1,983
+51
+3% +$20.6K 0.39% 37
2026
Q1 		$691K Buy
1,932
+527
+38% +$188K 0.34% 41
2025
Q4 		$448K Buy
1,405
+596
+74% +$211K 0.23% 64
2025
Q3 		$303K Buy
809
+120
+17% +$43.6K 0.16% 81
2025
Q2 		$246K Sell
689
-391
-36% -$120K 0.16% 75
2025
Q1 		$294K Buy
1,080
+312
+41% +$97.1K 0.22% 67
2024
Q4 		$255K Sell
768
-29
-4% -$10.2K 0.19% 80
2024
Q3 		$264K Buy
797
+132
+20% +$40.3K 0.2% 79
2024
Q2 		$209K Buy
+665
New +$215K 0.18% 93

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Sharp Financial Services's ETN Position: Q2 2026 in Review

Sharp Financial Services increased its Eaton (ETN) stake by 2.6% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,983 shares worth $845K. The position accounts for 0.39% of the portfolio, ranked #37.

Sharp Financial Services first reported a position in ETN in Q2 2024 and has held it in 9 quarters since. 1,008 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sharp Financial Services held 1,983 shares of Eaton worth $845K as of Q2 2026.
  • Sharp Financial Services bought 51 Eaton shares in Q2 2026, an estimated $20.6K.
  • Eaton made up 0.39% of Sharp Financial Services's portfolio in Q2 2026, its #37 holding.
  • Sharp Financial Services first reported a position in Eaton in Q2 2024 and has held it in 9 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.