UCFA
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United Capital Financial Advisors’s Eaton ETN Stock Holding History

United Capital 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
Q1 		$24.7M Buy
69,104
+1,139
+2% +$405K 0.15% 124
2025
Q4 		$21.6M Buy
67,965
+5,840
+9% +$2.07M 0.13% 141
2025
Q3 		$23.3M Buy
62,125
+25,617
+70% +$9.32M 0.17% 117
2025
Q2 		$13M Buy
36,508
+2,100
+6% +$647K 0.11% 155
2025
Q1 		$9.35M Sell
34,408
-3,097
-8% -$964K 0.08% 189
2024
Q4 		$12.4M Buy
37,505
+163
+0.4% +$57.2K 0.11% 155
2024
Q3 		$12.4M Buy
37,342
+1,810
+5% +$553K 0.1% 159
2024
Q2 		$11.1M Buy
35,532
+2,225
+7% +$718K 0.1% 166
2024
Q1 		$10.4M Sell
33,307
-2,821
-8% -$771K 0.09% 181
2023
Q4 		$8.7M Buy
36,128
+2,915
+9% +$643K 0.07% 210
2023
Q3 		$7.08M Sell
33,213
-4,126
-11% -$889K 0.05% 259
2023
Q2 		$7.51M Sell
37,339
-4,279
-10% -$753K 0.04% 268
2023
Q1 		$7.13M Sell
41,618
-3,328
-7% -$554K 0.04% 282
2022
Q4 		$7.05M Sell
44,946
-2,099
-4% -$322K 0.04% 289
2022
Q3 		$6.27M Sell
47,045
-158,229
-77% -$22.1M 0.04% 300
2022
Q2 		$25.9M Sell
205,274
-1,529
-0.7% -$214K 0.14% 145
2022
Q1 		$31.4M Sell
206,803
-2,897
-1% -$454K 0.15% 134
2021
Q4 		$36.2M Sell
209,700
-4,073
-2% -$675K 0.17% 127
2021
Q3 		$31.9M Sell
213,773
-6,068
-3% -$970K 0.16% 134
2021
Q2 		$32.6M Buy
219,841
+3,396
+2% +$489K 0.16% 132
2021
Q1 		$29.9M Sell
216,445
-3,809
-2% -$491K 0.17% 128
2020
Q4 		$26.5M Sell
220,254
-50,784
-19% -$5.74M 0.16% 145
2020
Q3 		$27.7M Sell
271,038
-253
-0.1% -$24.7K 0.18% 126
2020
Q2 		$23.7M Buy
271,291
+8,690
+3% +$715K 0.17% 130
2020
Q1 		$20.4M Sell
262,601
-301
-0.1% -$27.6K 0.17% 131
2019
Q4 		$24.9M Buy
262,902
+40,646
+18% +$3.61M 0.16% 147
2019
Q3 		$18.5M Sell
222,256
-5,806
-3% -$470K 0.13% 191
2019
Q2 		$19M Buy
228,062
+4,280
+2% +$346K 0.12% 178
2019
Q1 		$18M Buy
223,782
+12,565
+6% +$958K 0.13% 177
2018
Q4 		$14.5M Buy
211,217
+1,000
+0.5% +$74.8K 0.12% 185
2018
Q3 		$18.2M Buy
210,217
+2,441
+1% +$200K 0.13% 174
2018
Q2 		$15.5M Buy
207,776
+2,428
+1% +$188K 0.12% 197
2018
Q1 		$16.4M Buy
205,348
+3,039
+2% +$249K 0.13% 189
2017
Q4 		$16M Sell
202,309
-8,678
-4% -$675K 0.13% 196
2017
Q3 		$16.2M Buy
210,987
+17,546
+9% +$1.32M 0.14% 175
2017
Q2 		$15.1M Buy
193,441
+2,496
+1% +$190K 0.13% 175
2017
Q1 		$14.2M Sell
190,945
-2,911
-2% -$207K 0.13% 179
2016
Q4 		$13M Sell
193,856
-2,689
-1% -$176K 0.13% 191
2016
Q3 		$12.9M Buy
196,545
+152,624
+347% +$9.87M 0.13% 189
2016
Q2 		$2.63M Buy
43,921
+945
+2% +$58K 0.03% 497
2016
Q1 		$2.69M Buy
42,976
+10,120
+31% +$559K 0.03% 465
2015
Q4 		$1.71M Sell
32,856
-3,448
-9% -$187K 0.02% 575
2015
Q3 		$1.86M Buy
36,304
+240
+0.7% +$14.2K 0.02% 540
2015
Q2 		$2.43M Sell
36,064
-1,084
-3% -$76.5K 0.03% 534
2015
Q1 		$2.55M Buy
37,148
+1,999
+6% +$136K 0.03% 502
2014
Q4 		$2.39M Buy
35,149
+14,387
+69% +$949K 0.04% 422
2014
Q3 		$1.32M Buy
20,762
+3,868
+23% +$274K 0.02% 541
2014
Q2 		$1.3M Buy
16,894
+552
+3% +$41K 0.02% 504
2014
Q1 		$1.23M Buy
+16,342
New +$1.2M 0.03% 437
2013
Q4 		– Sell
-6,830
Closed -$470K – 681
2013
Q3 		$470K Sell
6,830
-3,239
-32% -$218K 0.02% 455
2013
Q2 		$663K Buy
+10,069
New +$635K 0.02% 465

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Capital Financial Advisors's ETN Position: Q1 2026 in Review

United Capital Financial Advisors increased its Eaton (ETN) stake by 1.7% in Q1 2026, buying an estimated $405K and bringing the position to 69,104 shares worth $24.7M. The position accounts for 0.15% of the portfolio, ranked #124.

United Capital Financial Advisors first reported a position in ETN in Q2 2013 and has held it in 51 quarters since. The position peaked at $36.2M in Q4 2021. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • United Capital Financial Advisors held 69,104 shares of Eaton worth $24.7M as of Q1 2026.
  • United Capital Financial Advisors bought 1,139 Eaton shares in Q1 2026, an estimated $405K.
  • Eaton made up 0.15% of United Capital Financial Advisors's portfolio in Q1 2026, its #124 holding.
  • United Capital Financial Advisors first reported a position in Eaton in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's Eaton position peaked at $36.2M in Q4 2021.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.