Valeo Financial Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.17M | Buy |
9,793
+623
| +7% | +$251K | 0.09% | 105 |
|
|
2026
Q1 | $3.28M | Sell |
9,170
-1,929
| -17% | -$686K | 0.08% | 115 |
|
|
2025
Q4 | $3.54M | Sell |
11,099
-135
| -1% | -$47.8K | 0.08% | 120 |
|
|
2025
Q3 | $4.2M | Sell |
11,234
-47
| -0.4% | -$17.1K | 0.1% | 107 |
|
|
2025
Q2 | $4.03M | Buy |
11,281
+641
| +6% | +$197K | 0.1% | 103 |
|
|
2025
Q1 | $2.89M | Sell |
10,640
-897
| -8% | -$279K | 0.08% | 117 |
|
|
2024
Q4 | $3.83M | Buy |
11,537
+280
| +2% | +$98.3K | 0.11% | 89 |
|
|
2024
Q3 | $3.73M | Buy |
11,257
+284
| +3% | +$86.8K | 0.11% | 95 |
|
|
2024
Q2 | $3.44M | Sell |
10,973
-638
| -5% | -$206K | 0.11% | 93 |
|
|
2024
Q1 | $3.7M | Buy |
11,611
+1,088
| +10% | +$297K | 0.13% | 86 |
|
|
2023
Q4 | $2.53M | Sell |
10,523
-632
| -6% | -$140K | 0.1% | 112 |
|
|
2023
Q3 | $2.38M | Sell |
11,155
-209
| -2% | -$45.1K | 0.11% | 107 |
|
|
2023
Q2 | $2.29M | Buy |
11,364
+3,424
| +43% | +$602K | 0.1% | 111 |
|
|
2023
Q1 | $1.36M | Buy |
7,940
+1,138
| +17% | +$189K | 0.07% | 181 |
|
|
2022
Q4 | $1.07M | Buy |
6,802
+4,676
| +220% | +$717K | 0.06% | 181 |
|
|
2022
Q3 | $284K | Sell |
2,126
-984
| -32% | -$138K | 0.02% | 364 |
|
|
2022
Q2 | $392K | Buy |
3,110
+56
| +2% | +$7.83K | 0.02% | 290 |
|
|
2022
Q1 | $463K | Buy |
3,054
+1,449
| +90% | +$227K | 0.02% | 343 |
|
|
2021
Q4 | $277K | Sell |
1,605
-604
| -27% | -$100K | 0.02% | 430 |
|
|
2021
Q3 | $330K | Buy |
2,209
+210
| +11% | +$33.6K | 0.02% | 382 |
|
|
2021
Q2 | $296K | Sell |
1,999
-482
| -19% | -$69.5K | 0.02% | 359 |
|
|
2021
Q1 | $343K | Buy |
2,481
+121
| +5% | +$15.6K | 0.02% | 334 |
|
|
2020
Q4 | $283K | Sell |
2,360
-165
| -7% | -$18.6K | 0.01% | 344 |
|
|
2020
Q3 | $257K | Buy |
2,525
+29
| +1% | +$2.83K | 0.02% | 280 |
|
|
2020
Q2 | $218K | Buy |
2,496
+142
| +6% | +$11.7K | 0.02% | 305 |
|
|
2020
Q1 | $190K | Buy |
2,354
+562
| +31% | +$51.5K | 0.02% | 308 |
|
|
2019
Q4 | $170K | Buy |
1,792
+687
| +62% | +$61K | 0.02% | 350 |
|
|
2019
Q3 | $92K | Hold |
1,105
| – | – | 0.01% | 451 |
|
|
2019
Q2 | $92K | Sell |
1,105
-490
| -31% | -$39.7K | 0.01% | 453 |
|
|
2019
Q1 | $129K | Sell |
1,595
-91
| -5% | -$6.94K | 0.02% | 363 |
|
|
2018
Q4 | $116K | Sell |
1,686
-190
| -10% | -$14.2K | 0.02% | 352 |
|
|
2018
Q3 | $134K | Buy |
1,876
+190
| +11% | +$15.5K | 0.02% | 346 |
|
|
2018
Q2 | $135K | Buy |
1,686
+207
| +14% | +$16K | 0.02% | 351 |
|
|
2018
Q1 | $118K | Buy |
1,479
+608
| +70% | +$49.9K | 0.02% | 332 |
|
|
2017
Q4 | $69K | Buy |
871
+62
| +8% | +$4.82K | 0.01% | 414 |
|
|
2017
Q3 | $62K | Buy |
+809
| New | +$61.1K | 0.01% | 372 |
|
Other funds holding ETN
Valeo Financial Advisors's ETN Position: Q2 2026 in Review
Valeo Financial Advisors increased its Eaton (ETN) stake by 6.8% in Q2 2026, buying an estimated $251K and bringing the position to 9,793 shares worth $4.17M. The position accounts for 0.09% of the portfolio, ranked #105.
Valeo Financial Advisors first reported a position in ETN in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.2M in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.
- Valeo Financial Advisors held 9,793 shares of Eaton worth $4.17M as of Q2 2026.
- Valeo Financial Advisors bought 623 Eaton shares in Q2 2026, an estimated $251K.
- Eaton made up 0.09% of Valeo Financial Advisors's portfolio in Q2 2026, its #105 holding.
- Valeo Financial Advisors first reported a position in Eaton in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Eaton position peaked at $4.2M in Q3 2025.
- 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.