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Soltis Investment Advisors’s Eaton ETN Stock Holding History

Soltis Investment 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 		$3.98M Buy
9,340
+6
+0.1% +$2.42K 0.22% 108
2026
Q1 		$3.34M Buy
9,334
+78
+0.8% +$27.8K 0.21% 116
2025
Q4 		$2.95M Buy
9,256
+38
+0.4% +$13.5K 0.19% 118
2025
Q3 		$3.45M Sell
9,218
-405
-4% -$147K 0.24% 98
2025
Q2 		$3.44M Buy
9,623
+154
+2% +$47.4K 0.27% 90
2025
Q1 		$2.57M Buy
9,469
+7,147
+308% +$2.23M 0.23% 107
2024
Q4 		$770K Buy
2,322
+229
+11% +$80.4K 0.07% 191
2024
Q3 		$694K Buy
2,093
+25
+1% +$7.64K 0.07% 186
2024
Q2 		$649K Buy
2,068
+127
+7% +$41K 0.07% 183
2024
Q1 		$607K Buy
1,941
+121
+7% +$33.1K 0.07% 183
2023
Q4 		$438K Sell
1,820
-48
-3% -$10.6K 0.05% 198
2023
Q3 		$399K Buy
1,868
+147
+9% +$31.7K 0.05% 187
2023
Q2 		$346K Buy
1,721
+197
+13% +$34.6K 0.04% 203
2023
Q1 		$261K Sell
1,524
-6
-0.4% -$999 0.03% 225
2022
Q4 		$240K Buy
+1,530
New +$235K 0.03% 221

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

Soltis Investment Advisors's ETN Position: Q2 2026 in Review

Soltis Investment Advisors increased its Eaton (ETN) stake by 0.06% in Q2 2026, buying an estimated $2.42K and bringing the position to 9,340 shares worth $3.98M. The position accounts for 0.22% of the portfolio, ranked #108.

Soltis Investment Advisors first reported a position in ETN in Q4 2022 and has held it in 15 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Soltis Investment Advisors held 9,340 shares of Eaton worth $3.98M as of Q2 2026.
  • Soltis Investment Advisors bought 6 Eaton shares in Q2 2026, an estimated $2.42K.
  • Eaton made up 0.22% of Soltis Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • Soltis Investment Advisors first reported a position in Eaton in Q4 2022 and has held it in 15 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.