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Summit Financial Wealth Advisors’s Eaton ETN Stock Holding History

Summit Financial Wealth 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 		$10.7M Buy
25,045
+1,413
+6% +$570K 1.36% 22
2026
Q1 		$8.45M Buy
23,632
+1,158
+5% +$412K 1.2% 22
2025
Q4 		$7.16M Sell
22,474
-40
-0.2% -$14.2K 1.02% 26
2025
Q3 		$8.42M Buy
22,514
+250
+1% +$90.9K 1.3% 24
2025
Q2 		$7.95M Buy
22,264
+53
+0.2% +$16.3K 1.43% 22
2025
Q1 		$6.04M Buy
22,211
+1,454
+7% +$453K 1.2% 24
2024
Q4 		$6.55M Buy
20,757
+1,189
+6% +$417K 1.28% 24
2024
Q3 		$6.49M Buy
19,568
+32
+0.2% +$9.78K 1.22% 25
2024
Q2 		$6.13M Sell
19,536
-786
-4% -$254K 1.24% 25
2024
Q1 		$6.35M Sell
20,322
-17,958
-47% -$4.91M 1.29% 25
2023
Q4 		$9.22M Sell
38,280
-820
-2% -$181K 2.09% 14
2023
Q3 		$8.44M Sell
39,100
-2,483
-6% -$535K 2.07% 14
2023
Q2 		$8.36M Sell
41,583
-1,095
-3% -$193K 1.93% 17
2023
Q1 		$7.31M Buy
42,678
+314
+0.7% +$52.3K 1.73% 17
2022
Q4 		$6.65M Sell
42,364
-206
-0.5% -$31.6K 1.6% 20
2022
Q3 		$6.25M Sell
42,570
-20,402
-32% -$2.85M 1.79% 20
2022
Q2 		$8.63M Buy
62,972
+3,748
+6% +$524K 2.06% 15
2022
Q1 		$8.99M Buy
59,224
+6,612
+13% +$1.04M 1.82% 18
2021
Q4 		$9.02M Buy
52,612
+2,095
+4% +$347K 1.75% 17
2021
Q3 		$7.54M Sell
50,517
-13,716
-21% -$2.19M 1.71% 20
2021
Q2 		$9.52M Sell
64,233
-1,537
-2% -$222K 2.15% 11
2021
Q1 		$7.9M Buy
65,770
+208
+0.3% +$26.8K 2.01% 13
2020
Q4 		$6.69M Sell
65,562
-414
-0.6% -$46.8K 1.82% 18
2020
Q3 		$7.08M Sell
65,976
-1,235
-2% -$121K 1.89% 14
2020
Q2 		$5.87M Buy
67,211
+883
+1% +$72.7K 1.57% 21
2020
Q1 		$5.13M Sell
66,328
-2,366
-3% -$217K 1.62% 18
2019
Q4 		$6.5M Sell
68,694
-3,760
-5% -$334K 1.58% 15
2019
Q3 		$5.89M Buy
72,454
+1,287
+2% +$104K 1.45% 18
2019
Q2 		$5.93M Buy
71,167
+10,041
+16% +$813K 1.45% 15
2019
Q1 		$5.07M Buy
61,126
+2,715
+5% +$207K 1.34% 19
2018
Q4 		$4.01M Sell
58,411
-6,071
-9% -$454K 1.3% 21
2018
Q3 		$5.1M Buy
64,482
+5,712
+10% +$467K 1.53% 20
2018
Q2 		$4.7M Sell
58,770
-857
-1% -$66.3K 1.57% 15
2018
Q1 		$4.76M Buy
59,627
+4,882
+9% +$401K 1.57% 15
2017
Q4 		$4.33M Buy
54,745
+3,174
+6% +$247K 1.49% 15
2017
Q3 		$3.96M Buy
51,571
+15,161
+42% +$1.14M 1.44% 15
2017
Q2 		$2.83M Buy
36,410
+13,628
+60% +$1.04M 1.12% 28
2017
Q1 		$1.69M Buy
22,782
+5,511
+32% +$391K 0.74% 42
2016
Q4 		$1.16M Sell
17,271
-121
-0.7% -$7.94K 0.51% 54
2016
Q3 		$1.14M Buy
17,392
+1,868
+12% +$121K 0.5% 52
2016
Q2 		$927K Buy
15,524
+4,775
+44% +$293K 0.39% 64
2016
Q1 		$672K Buy
10,749
+112
+1% +$6.19K 0.29% 68
2015
Q4 		$554K Buy
10,637
+10,108
+1,911% +$547K 0.25% 74
2015
Q3 		$27K Hold
529
– – 0.02% 147
2015
Q2 		$35K Hold
529
– – 0.02% 170
2015
Q1 		$39K Buy
529
+429
+429% +$29.2K 0.03% 134
2014
Q4 		$7K Buy
+100
New +$6.59K ﹤0.01% 209

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Summit Financial Wealth Advisors's ETN Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Eaton (ETN) stake by 6% in Q2 2026, buying an estimated $570K and bringing the position to 25,045 shares worth $10.7M. The position accounts for 1.36% of the portfolio, ranked #22.

Summit Financial Wealth Advisors first reported a position in ETN in Q4 2014 and has held it in 47 quarters since. 618 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Summit Financial Wealth Advisors held 25,045 shares of Eaton worth $10.7M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 1,413 Eaton shares in Q2 2026, an estimated $570K.
  • Eaton made up 1.36% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Summit Financial Wealth Advisors first reported a position in Eaton in Q4 2014 and has held it in 47 quarters since.
  • 618 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.