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Sovereign Financial Group’s Eaton ETN Stock Holding History

Sovereign Financial 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
2026
Q2 		$339K Sell
794
-42
-5% -$16.9K 0.05% 279
2026
Q1 		$299K Sell
836
-126
-13% -$44.8K 0.05% 280
2025
Q4 		$307K Sell
962
-81
-8% -$28.7K 0.05% 271
2025
Q3 		$390K Buy
1,043
+213
+26% +$77.5K 0.07% 223
2025
Q2 		$296K Sell
830
-260
-24% -$80.1K 0.06% 248
2025
Q1 		$296K Sell
1,090
-291
-21% -$90.6K 0.07% 230
2024
Q4 		$458K Buy
1,381
+178
+15% +$62.5K 0.11% 175
2024
Q3 		$399K Buy
1,203
+100
+9% +$30.6K 0.09% 194
2024
Q2 		$346K Buy
1,103
+260
+31% +$83.9K 0.09% 196
2024
Q1 		$263K Buy
+843
New +$230K 0.07% 231
2023
Q3 		– Sell
-1,058
Closed -$213K – 236
2023
Q2 		$213K Buy
+1,058
New +$186K 0.07% 221

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sovereign Financial Group's ETN Position: Q2 2026 in Review

Sovereign Financial Group reduced its Eaton (ETN) stake by 5% in Q2 2026, selling an estimated $16.9K and leaving 794 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #279.

Sovereign Financial Group first reported a position in ETN in Q2 2023 and has held it in 11 quarters since. The position peaked at $458K in Q4 2024. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sovereign Financial Group held 794 shares of Eaton worth $339K as of Q2 2026.
  • Sovereign Financial Group sold 42 Eaton shares in Q2 2026, an estimated $16.9K.
  • Eaton made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #279 holding.
  • Sovereign Financial Group first reported a position in Eaton in Q2 2023 and has held it in 11 quarters since.
  • Sovereign Financial Group's Eaton position peaked at $458K in Q4 2024.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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