Summit Financial Strategies’s Eaton ETN Stock Holding History

Summit Financial Strategies’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 Q3	$627K	Hold	1,459	–	–	0.04%	93
2026 Q2	$622K	Sell	1,459 -1	-0.1%	-$403	0.04%	88
2026 Q1	$522K	Sell	1,460 -30	-2%	-$10.7K	0.04%	96
2025 Q4	$475K	Sell	1,490 -703	-32%	-$249K	0.04%	94
2025 Q3	$821K	Sell	2,193 -18	-0.8%	-$6.55K	0.07%	72
2025 Q2	$789K	Sell	2,211 -32	-1%	-$9.86K	0.07%	68
2025 Q1	$610K	Buy	2,243 +553	+33%	+$172K	0.06%	71
2024 Q4	$561K	Sell	1,690 -140	-8%	-$49.1K	0.06%	76
2024 Q3	$607K	Sell	1,830 -101	-5%	-$30.9K	0.07%	70
2024 Q2	$605K	Sell	1,931 -9	-0.5%	-$2.91K	0.08%	70
2024 Q1	$607K	Buy	1,940 +9	+0.5%	+$2.46K	0.08%	69
2023 Q4	$465K	Hold	1,931	–	–	0.07%	74
2023 Q3	$412K	Hold	1,931	–	–	0.08%	74
2023 Q2	$388K	Buy	1,931 +100	+5%	+$17.6K	0.07%	84
2023 Q1	$314K	Hold	1,831	–	–	0.06%	92
2022 Q4	$287K	Sell	1,831 -1,554	-46%	-$238K	0.06%	92
2022 Q3	$451K	Buy	3,385 +1,450	+75%	+$203K	0.11%	65
2022 Q2	$244K	Buy	+1,935	New	+$271K	0.06%	97

Other funds holding ETN

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Summit Financial Strategies's ETN Position: Q3 2026 in Review

Summit Financial Strategies held its Eaton (ETN) position steady in Q3 2026 at 1,459 shares worth $627K. The position accounts for 0.04% of the portfolio, ranked #93.

Summit Financial Strategies first reported a position in ETN in Q2 2022 and has held it in 18 quarters since. The position peaked at $821K in Q3 2025. 303 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

Summit Financial Strategies held 1,459 shares of Eaton worth $627K as of Q3 2026.
Summit Financial Strategies left its Eaton share count unchanged in Q3 2026.
Eaton made up 0.04% of Summit Financial Strategies's portfolio in Q3 2026, its #93 holding.
Summit Financial Strategies first reported a position in Eaton in Q2 2022 and has held it in 18 quarters since.
Summit Financial Strategies's Eaton position peaked at $821K in Q3 2025.
303 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.