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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

Other funds holding ETN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

Valeo Financial Advisors's ETN Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Eaton (ETN) stake by 0.2% in Q3 2026, selling an estimated $8.35K and leaving 9,773 shares worth $4.2M. 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 37 quarters since. The position peaked at $4.2M in Q3 2025. 143 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Valeo Financial Advisors held 9,773 shares of Eaton worth $4.2M as of Q3 2026.
  • Valeo Financial Advisors sold 20 Eaton shares in Q3 2026, an estimated $8.35K.
  • Eaton made up 0.09% of Valeo Financial Advisors's portfolio in Q3 2026, its #105 holding.
  • Valeo Financial Advisors first reported a position in Eaton in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Eaton position peaked at $4.2M in Q3 2025.
  • 143 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.