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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
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

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SS&H Financial Advisors's ETN Position: Q4 2025 in Review

SS&H Financial Advisors held its Eaton (ETN) position steady in Q4 2025 at 1,337 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #99.

SS&H Financial Advisors first reported a position in ETN in Q2 2024 and has held it in 7 quarters since. The position peaked at $500K in Q3 2025. 2,458 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • SS&H Financial Advisors held 1,337 shares of Eaton worth $426K as of Q4 2025.
  • SS&H Financial Advisors left its Eaton share count unchanged in Q4 2025.
  • Eaton made up 0.12% of SS&H Financial Advisors's portfolio in Q4 2025, its #99 holding.
  • SS&H Financial Advisors first reported a position in Eaton in Q2 2024 and has held it in 7 quarters since.
  • SS&H Financial Advisors's Eaton position peaked at $500K in Q3 2025.
  • 2,458 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.