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Trust Investment Advisors’s Eaton ETN Stock Holding History

Trust Investment 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 		$2.22M Sell
5,200
-13
-0.2% -$5.24K 1.06% 23
2026
Q1 		$1.86M Sell
5,213
-949
-15% -$338K 1.09% 27
2025
Q4 		$1.96M Sell
6,162
-202
-3% -$71.6K 1.04% 21
2025
Q3 		$2.38M Buy
6,364
+102
+2% +$37.1K 1.34% 16
2025
Q2 		$2.24M Sell
6,262
-447
-7% -$138K 1.36% 14
2025
Q1 		$1.82M Buy
6,709
+130
+2% +$40.5K 1.17% 25
2024
Q4 		$2.18M Buy
6,579
+628
+11% +$220K 1.39% 14
2024
Q3 		$1.97M Sell
5,951
-676
-10% -$207K 1.26% 18
2024
Q2 		$2.08M Sell
6,627
-169
-2% -$54.6K 1.32% 16
2024
Q1 		$2.12M Sell
6,796
-40
-0.6% -$10.9K 1.53% 11
2023
Q4 		$1.65M Buy
6,836
+30
+0.4% +$6.62K 1.28% 21
2023
Q3 		$1.45M Sell
6,806
-366
-5% -$78.9K 1.25% 25
2023
Q2 		$1.44M Sell
7,172
-1,328
-16% -$234K 1.16% 29
2023
Q1 		$1.46M Sell
8,500
-364
-4% -$60.6K 1.3% 24
2022
Q4 		$1.39M Sell
8,864
-356
-4% -$54.6K 1.31% 24
2022
Q3 		$1.23M Buy
9,220
+282
+3% +$39.5K 1.28% 25
2022
Q2 		$1.13M Sell
8,938
-592
-6% -$82.8K 1.08% 41
2022
Q1 		$1.45M Buy
9,530
+73
+0.8% +$11.4K 1.18% 30
2021
Q4 		$1.63M Buy
9,457
+333
+4% +$55.2K 1.29% 23
2021
Q3 		$1.36M Sell
9,124
-201
-2% -$32.1K 1.22% 27
2021
Q2 		$1.38M Buy
9,325
+129
+1% +$18.6K 1.22% 27
2021
Q1 		$1.27M Sell
9,196
-670
-7% -$86.4K 1.25% 28
2020
Q4 		$1.19M Sell
9,866
-198
-2% -$22.4K 1.2% 32
2020
Q3 		$1.03M Sell
10,064
-257
-2% -$25.1K 1.19% 30
2020
Q2 		$903K Sell
10,321
-73
-0.7% -$6.01K 1.16% 29
2020
Q1 		$808K Sell
10,394
-221
-2% -$20.3K 1.34% 24
2019
Q4 		$1M Hold
10,615
– – 1.25% 34
2019
Q3 		$883K Sell
10,615
-125
-1% -$10.1K 1.14% 42
2019
Q2 		$894K Buy
10,740
+150
+1% +$12.1K 1.13% 39
2019
Q1 		$853K Buy
10,590
+1,350
+15% +$103K 1.01% 49
2018
Q4 		$634K Sell
9,240
-2,130
-19% -$159K 0.8% 54
2018
Q3 		$986K Buy
+11,370
New +$930K 1.01% 46

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Trust Investment Advisors's ETN Position: Q2 2026 in Review

Trust Investment Advisors reduced its Eaton (ETN) stake by 0.25% in Q2 2026, selling an estimated $5.24K and leaving 5,200 shares worth $2.22M. The position accounts for 1.06% of the portfolio, ranked #23.

Trust Investment Advisors first reported a position in ETN in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.38M in Q3 2025. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Trust Investment Advisors held 5,200 shares of Eaton worth $2.22M as of Q2 2026.
  • Trust Investment Advisors sold 13 Eaton shares in Q2 2026, an estimated $5.24K.
  • Eaton made up 1.06% of Trust Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Trust Investment Advisors first reported a position in Eaton in Q3 2018 and has held it in 32 quarters since.
  • Trust Investment Advisors's Eaton position peaked at $2.38M in Q3 2025.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.