ZEGA Investments’s Eaton ETN Stock Holding History

ZEGA Investments’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	$128K	Sell	300 -600	-67%	-$242K	0.01%	304
2026 Q1	$322K	Buy	+900	New	+$320K	0.04%	222

Other funds holding ETN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

ZEGA Investments's ETN Position: Q2 2026 in Review

ZEGA Investments reduced its Eaton (ETN) stake by 12% in Q2 2026, selling an estimated $133K and leaving 2,396 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #111.

ZEGA Investments first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 1,611 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

ZEGA Investments held 2,396 shares of Eaton worth $1.02M as of Q2 2026.
ZEGA Investments sold 330 Eaton shares in Q2 2026, an estimated $133K.
Eaton made up 0.1% of ZEGA Investments's portfolio in Q2 2026, its #111 holding.
ZEGA Investments first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
1,611 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.