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Avantax Planning Partners’s Eaton ETN Stock Holding History

Avantax Planning Partners’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 		$920K Buy
2,159
+69
+3% +$27.8K 0.02% 205
2026
Q1 		$748K Buy
2,090
+55
+3% +$19.6K 0.02% 229
2025
Q4 		$648K Sell
2,035
-4
-0.2% -$1.42K 0.02% 233
2025
Q3 		$763K Buy
2,039
+3
+0.1% +$1.09K 0.02% 219
2025
Q2 		$727K Sell
2,036
-1
-0% -$308 0.02% 217
2025
Q1 		$554K Sell
2,037
-47
-2% -$14.6K 0.02% 241
2024
Q4 		$692K Buy
2,084
+6
+0.3% +$2.11K 0.02% 210
2024
Q3 		$689K Sell
2,078
-64
-3% -$19.6K 0.02% 210
2024
Q2 		$672K Sell
2,142
-15
-0.7% -$4.84K 0.02% 242
2024
Q1 		$675K Buy
2,157
+866
+67% +$237K 0.02% 256
2023
Q4 		$311K Buy
1,291
+13
+1% +$2.87K 0.01% 294
2023
Q3 		$273K Sell
1,278
-3,079
-71% -$664K 0.01% 298
2023
Q2 		$876K Buy
4,357
+37
+0.9% +$6.51K 0.03% 173
2023
Q1 		$740K Buy
4,320
+531
+14% +$88.4K 0.03% 197
2022
Q4 		$595K Buy
3,789
+174
+5% +$26.7K 0.02% 221
2022
Q3 		$482K Sell
3,615
-4
-0.1% -$560 0.02% 225
2022
Q2 		$456K Sell
3,619
-211
-6% -$29.5K 0.02% 224
2022
Q1 		$581K Buy
3,830
+107
+3% +$16.8K 0.02% 210
2021
Q4 		$643K Sell
3,723
-687
-16% -$114K 0.03% 195
2021
Q3 		$658K Buy
4,410
+766
+21% +$122K 0.03% 177
2021
Q2 		$540K Buy
+3,644
New +$525K 0.03% 187
2018
Q4 		– Sell
-1,143
Closed -$99K – 554
2018
Q3 		$99K Buy
+1,143
New +$93.5K 0.01% 350
2018
Q2 		– Sell
-1,165
Closed -$93K – 596
2018
Q1 		$93K Buy
+1,165
New +$95.6K 0.01% 417

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avantax Planning Partners's ETN Position: Q2 2026 in Review

Avantax Planning Partners increased its Eaton (ETN) stake by 3.3% in Q2 2026, buying an estimated $27.8K and bringing the position to 2,159 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #205.

Avantax Planning Partners first reported a position in ETN in Q1 2018 and has held it in 23 quarters since. 2,660 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Avantax Planning Partners held 2,159 shares of Eaton worth $920K as of Q2 2026.
  • Avantax Planning Partners bought 69 Eaton shares in Q2 2026, an estimated $27.8K.
  • Eaton made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #205 holding.
  • Avantax Planning Partners first reported a position in Eaton in Q1 2018 and has held it in 23 quarters since.
  • 2,660 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.