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RAFFA WEALTH MANAGEMENT, LLC’s Eaton ETN Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$34.5K Buy
81
+16
+25% +$6.45K ﹤0.01% 208
2026
Q1 		$23.2K Sell
65
-37
-36% -$13.2K ﹤0.01% 248
2025
Q4 		$32.5K Buy
102
+13
+15% +$4.61K 0.01% 207
2025
Q3 		$33.3K Sell
89
-148
-62% -$53.8K 0.01% 189
2025
Q2 		$84.6K Buy
237
+146
+160% +$45K 0.02% 133
2025
Q1 		$24.7K Sell
91
-25
-22% -$7.78K 0.01% 197
2024
Q4 		$38.5K Buy
116
+8
+7% +$2.81K 0.01% 168
2024
Q3 		$35.8K Sell
108
-683
-86% -$209K 0.01% 165
2024
Q2 		$248K Buy
791
+51
+7% +$16.5K 0.07% 75
2024
Q1 		$231K Buy
740
+632
+585% +$173K 0.07% 76
2023
Q4 		$26K Hold
108
– – 0.01% 182
2023
Q3 		$23K Hold
108
– – 0.01% 186
2023
Q2 		$21.7K Hold
108
– – 0.01% 197
2023
Q1 		$18.5K Hold
108
– – 0.01% 223
2022
Q4 		$17K Buy
108
+9
+9% +$1.38K 0.01% 218
2022
Q3 		$13.2K Hold
99
– – 0.01% 242
2022
Q2 		$12.5K Hold
99
– – 0.01% 257
2022
Q1 		$15K Hold
99
– – 0.01% 243
2021
Q4 		$17.1K Buy
99
+17
+21% +$2.82K 0.01% 234
2021
Q3 		$12.2K Hold
82
– – ﹤0.01% 241
2021
Q2 		$12.2K Hold
82
– – ﹤0.01% 244
2021
Q1 		$11.3K Buy
82
+8
+11% +$1.03K ﹤0.01% 262
2020
Q4 		$8.89K Hold
74
– – ﹤0.01% 267
2020
Q3 		$7.55K Sell
74
-92
-55% -$8.99K ﹤0.01% 270
2020
Q2 		$14.5K Buy
166
+5
+3% +$412 0.01% 198
2020
Q1 		$12.6K Buy
161
+20
+14% +$1.83K ﹤0.01% 186
2019
Q4 		$13.4K Hold
141
– – ﹤0.01% 215
2019
Q3 		$11.7K Buy
+141
New +$11.4K ﹤0.01% 223
2019
Q2 		– Sell
-141
Closed -$11.4K – 948
2019
Q1 		$11.4K Hold
141
– – ﹤0.01% 184
2018
Q4 		$9.68K Hold
141
– – ﹤0.01% 211
2018
Q3 		$12.2K Hold
141
– – ﹤0.01% 205
2018
Q2 		$10.5K Buy
141
+50
+55% +$3.87K ﹤0.01% 202
2018
Q1 		$7.27K Buy
+91
New +$7.47K ﹤0.01% 222
2017
Q1 		– Sell
-11
Closed -$738 – 528
2016
Q4 		$738 Hold
11
– – ﹤0.01% 546
2016
Q3 		$723 Hold
11
– – ﹤0.01% 539
2016
Q2 		$657 Hold
11
– – ﹤0.01% 559
2016
Q1 		$688 Hold
11
– – ﹤0.01% 540
2015
Q4 		$572 Hold
11
– – ﹤0.01% 628
2015
Q3 		$564 Hold
11
– – ﹤0.01% 612
2015
Q2 		$742 Hold
11
– – ﹤0.01% 490
2015
Q1 		$747 Hold
11
– – ﹤0.01% 495
2014
Q4 		$748 Hold
11
– – ﹤0.01% 460
2014
Q3 		$697 Sell
11
-74
-87% -$5.25K ﹤0.01% 451
2014
Q2 		$6.56K Hold
85
– – 0.01% 174
2014
Q1 		$6.38K Buy
85
+74
+673% +$5.45K 0.01% 169
2013
Q4 		$748 Buy
+11
New +$783 ﹤0.01% 460

Other funds holding ETN

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ETN Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Eaton (ETN) stake by 25% in Q2 2026, buying an estimated $6.45K and bringing the position to 81 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ETN in Q4 2013 and has held it in 46 quarters since. The position peaked at $248K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 81 shares of Eaton worth $34.5K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 16 Eaton shares in Q2 2026, an estimated $6.45K.
  • Eaton made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #208 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Eaton in Q4 2013 and has held it in 46 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Eaton position peaked at $248K in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.