UAS
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United Asset Strategies’s Eaton ETN Stock Holding History

United Asset 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
Q2 		$13.9M Sell
32,660
-311
-0.9% -$125K 0.98% 33
2026
Q1 		$11.8M Sell
32,971
-7,580
-19% -$2.7M 0.94% 33
2025
Q4 		$12.9M Sell
40,551
-1,275
-3% -$452K 1% 32
2025
Q3 		$15.7M Buy
41,826
+484
+1% +$176K 1.26% 23
2025
Q2 		$14.8M Buy
41,342
+4,754
+13% +$1.46M 1.26% 19
2025
Q1 		$9.95M Buy
+36,588
New +$11.4M 0.92% 39

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

United Asset Strategies's ETN Position: Q2 2026 in Review

United Asset Strategies reduced its Eaton (ETN) stake by 0.94% in Q2 2026, selling an estimated $125K and leaving 32,660 shares worth $13.9M. The position accounts for 0.98% of the portfolio, ranked #33.

United Asset Strategies first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7M in Q3 2025. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • United Asset Strategies held 32,660 shares of Eaton worth $13.9M as of Q2 2026.
  • United Asset Strategies sold 311 Eaton shares in Q2 2026, an estimated $125K.
  • Eaton made up 0.98% of United Asset Strategies's portfolio in Q2 2026, its #33 holding.
  • United Asset Strategies first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
  • United Asset Strategies's Eaton position peaked at $15.7M in Q3 2025.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.