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James T. Borello RIA’s Eaton ETN Stock Holding History

James T. Borello RIA’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
Q3 		$316K Buy
735
+4
+0.5% +$1.67K 0.07% 91
2026
Q2 		$311K Buy
731
+26
+4% +$10.5K 0.07% 91
2026
Q1 		$252K Buy
705
+233
+49% +$82.9K 0.06% 93
2025
Q4 		$150K Sell
472
-1
-0.2% -$354 0.04% 115
2025
Q3 		$177K Buy
473
+44
+10% +$16K 0.05% 103
2025
Q2 		$153K Buy
429
+13
+3% +$4K 0.04% 95
2025
Q1 		$113K Buy
+416
New +$130K 0.04% 96

Other funds holding ETN

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

James T. Borello RIA's ETN Position: Q3 2026 in Review

James T. Borello RIA increased its Eaton (ETN) stake by 0.55% in Q3 2026, buying an estimated $1.67K and bringing the position to 735 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #91.

James T. Borello RIA first reported a position in ETN in Q1 2025 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • James T. Borello RIA held 735 shares of Eaton worth $316K as of Q3 2026.
  • James T. Borello RIA bought 4 Eaton shares in Q3 2026, an estimated $1.67K.
  • Eaton made up 0.07% of James T. Borello RIA's portfolio in Q3 2026, its #91 holding.
  • James T. Borello RIA first reported a position in Eaton in Q1 2025 and has held it in 7 quarters since.
  • 453 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.