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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 		$2.73M Hold
6,400
– – 0.15% 138
2026
Q1 		$2.29M Buy
+6,400
New +$2.28M 0.14% 141

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 $3.38T AUM 44.17% 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. 2,681 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.
  • 2,681 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.