VAG
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VisionPoint Advisory Group’s Eaton ETN Stock Holding History

VisionPoint Advisory Group’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 		$355K Buy
834
+109
+15% +$44K 0.06% 320
2026
Q1 		$259K Sell
725
-5,466
-88% -$1.95M 0.05% 366
2025
Q4 		$1.97M Buy
6,191
+94
+2% +$33.3K 0.38% 73
2025
Q3 		$2.28M Sell
6,097
-47
-0.8% -$17.1K 0.46% 59
2025
Q2 		$2.19M Sell
6,144
-127
-2% -$39.1K 0.48% 59
2025
Q1 		$1.7M Buy
6,271
+2,562
+69% +$798K 0.58% 51
2024
Q4 		$1.23M Sell
3,709
-42
-1% -$14.7K 0.42% 68
2024
Q3 		$1.24M Sell
3,751
-179
-5% -$54.7K 0.42% 71
2024
Q2 		$1.23M Sell
3,930
-440
-10% -$142K 0.44% 66
2024
Q1 		$1.37M Buy
4,370
+4,358
+36,317% +$1.19M 0.49% 55
2023
Q4 		$2.89K Sell
12
-84
-88% -$18.5K ﹤0.01% 569
2023
Q3 		$20.5K Buy
+96
New +$20.7K 0.01% 375

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

VisionPoint Advisory Group's ETN Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Eaton (ETN) stake by 15% in Q2 2026, buying an estimated $44K and bringing the position to 834 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #320.

VisionPoint Advisory Group first reported a position in ETN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.28M in Q3 2025. 935 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • VisionPoint Advisory Group held 834 shares of Eaton worth $355K as of Q2 2026.
  • VisionPoint Advisory Group bought 109 Eaton shares in Q2 2026, an estimated $44K.
  • Eaton made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #320 holding.
  • VisionPoint Advisory Group first reported a position in Eaton in Q3 2023 and has held it in 12 quarters since.
  • VisionPoint Advisory Group's Eaton position peaked at $2.28M in Q3 2025.
  • 935 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.