SFS
ETN icon

Sowell Financial Services’s Eaton ETN Stock Holding History

Sowell 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 		$814K Sell
1,911
-195
-9% -$78.6K 0.03% 512
2026
Q1 		$753K Buy
2,106
+38
+2% +$13.5K 0.03% 510
2025
Q4 		$659K Buy
2,068
+519
+34% +$184K 0.02% 562
2025
Q3 		$580K Sell
1,549
-326
-17% -$119K 0.02% 596
2025
Q2 		$669K Buy
1,875
+62
+3% +$19.1K 0.03% 530
2025
Q1 		$493K Buy
+1,813
New +$565K 0.02% 588
2021
Q2 		– Sell
-4,353
Closed -$637K – 1178
2021
Q1 		$637K Sell
4,353
-1,024
-19% -$132K 0.02% 552
2020
Q4 		$646K Buy
5,377
+869
+19% +$98.2K 0.03% 451
2020
Q3 		$460K Sell
4,508
-67
-1% -$6.55K 0.02% 488
2020
Q2 		$400K Sell
4,575
-2,352
-34% -$194K 0.02% 513
2020
Q1 		$538K Buy
6,927
+3,652
+112% +$335K 0.04% 384
2019
Q4 		$310K Buy
3,275
+1,690
+107% +$150K 0.02% 586
2019
Q3 		$132K Buy
+1,585
New +$128K 0.01% 756

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

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

Sowell Financial Services reduced its Eaton (ETN) stake by 9.3% in Q2 2026, selling an estimated $78.6K and leaving 1,911 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #512.

Sowell Financial Services first reported a position in ETN in Q3 2019 and has held it in 13 quarters since. 1,044 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sowell Financial Services held 1,911 shares of Eaton worth $814K as of Q2 2026.
  • Sowell Financial Services sold 195 Eaton shares in Q2 2026, an estimated $78.6K.
  • Eaton made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #512 holding.
  • Sowell Financial Services first reported a position in Eaton in Q3 2019 and has held it in 13 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.