UAG
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United Advisor Group’s Eaton ETN Stock Holding History

United Advisor Group’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 		$215K Buy
+501
New +$209K 0.02% 538

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

United Advisor Group's ETN Position: Q3 2026 in Review

United Advisor Group opened a new position in Eaton (ETN) in Q3 2026: 501 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #538 among its holdings.

2,429 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • United Advisor Group held 501 shares of Eaton worth $215K as of Q3 2026.
  • Eaton was a new United Advisor Group position in Q3 2026.
  • Eaton made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #538 holding.
  • 2,429 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.