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West Financial Advisors’s Eaton ETN Stock Holding History

West 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
2026
Q2 		$45.6K Hold
107
– – 0.01% 106
2026
Q1 		$38.3K Hold
107
– – 0.01% 107
2025
Q4 		$34.1K Hold
107
– – 0.01% 110
2025
Q3 		$40K Hold
107
– – 0.01% 109
2025
Q2 		$38.2K Hold
107
– – 0.01% 115
2025
Q1 		$29.1K Hold
107
– – 0.01% 120
2024
Q4 		$35.5K Hold
107
– – 0.01% 112
2024
Q3 		$35.5K Buy
+107
New +$32.7K 0.01% 105
2023
Q4 		– Sell
-34
Closed -$7.25K – 172
2023
Q3 		$7.25K Buy
+34
New +$7.33K ﹤0.01% 140

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

West Financial Advisors's ETN Position: Q2 2026 in Review

West Financial Advisors held its Eaton (ETN) position steady in Q2 2026 at 107 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #106.

West Financial Advisors first reported a position in ETN in Q3 2023 and has held it in 9 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • West Financial Advisors held 107 shares of Eaton worth $45.6K as of Q2 2026.
  • West Financial Advisors left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • West Financial Advisors first reported a position in Eaton in Q3 2023 and has held it in 9 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.