Tobias Financial Advisors’s Eaton ETN Stock Holding History

Tobias 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	$228K	Buy	+536	New	+$216K	0.03%	138
2026 Q1	–	Sell	-746	Closed	-$238K	–	149
2025 Q4	$238K	Buy	746 +121	+19%	+$42.9K	0.03%	129
2025 Q3	$234K	Sell	625 -11	-2%	-$4K	0.04%	117
2025 Q2	$227K	Buy	+636	New	+$196K	0.04%	113
2024 Q4	–	Sell	-624	Closed	-$207K	–	111
2024 Q3	$207K	Buy	+624	New	+$191K	0.04%	101
2020 Q1	–	Sell	-78	Closed	-$7K	–	122
2019 Q4	$7K	Buy	+78	New	+$6.92K	﹤0.01%	200

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tobias Financial Advisors's ETN Position: Q2 2026 in Review

Tobias Financial Advisors opened a new position in Eaton (ETN) in Q2 2026: 536 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #138 among its holdings. This is a return to the name: Tobias Financial Advisors previously reported a position in ETN as recently as Q4 2025.

Tobias Financial Advisors first reported a position in ETN in Q4 2019 and has held it in 6 quarters since. The position peaked at $238K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Tobias Financial Advisors held 536 shares of Eaton worth $228K as of Q2 2026.
Eaton was a new Tobias Financial Advisors position in Q2 2026.
Eaton made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #138 holding.
Tobias Financial Advisors first reported a position in Eaton in Q4 2019 and has held it in 6 quarters since.
Tobias Financial Advisors's Eaton position peaked at $238K in Q4 2025.
2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.