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SS&H Financial Advisors’s Eaton ETN Stock Holding History

SS&H Financial 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 		$570K Buy
+1,337
New +$539K 0.15% 86
2025
Q4 		$426K Hold
1,337
– – 0.12% 99
2025
Q3 		$500K Hold
1,337
– – 0.15% 93
2025
Q2 		$477K Hold
1,337
– – 0.16% 91
2025
Q1 		$363K Hold
1,337
– – 0.14% 103
2024
Q4 		$444K Hold
1,337
– – 0.16% 97
2024
Q3 		$443K Hold
1,337
– – 0.16% 99
2024
Q2 		$419K Buy
+1,337
New +$432K 0.16% 100

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

SS&H Financial Advisors's ETN Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Eaton (ETN) in Q2 2026: 1,337 shares worth $570K. The stake represents 0.15% of the portfolio and ranks #86 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in ETN as recently as Q4 2025.

SS&H Financial Advisors first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. 2,677 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • SS&H Financial Advisors held 1,337 shares of Eaton worth $570K as of Q2 2026.
  • Eaton was a new SS&H Financial Advisors position in Q2 2026.
  • Eaton made up 0.15% of SS&H Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • SS&H Financial Advisors first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
  • 2,677 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.