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Valeo Financial Advisors’s Eaton ETN Stock Holding History

Valeo 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
2024
Q1 		– Sell
-100
Closed -$24 – 680
2023
Q4 		$24 Buy
+100
New +$22.1K ﹤0.01% 657

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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. 1,614 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.
  • 1,614 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.