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BWM Planning’s Eaton ETN Stock Holding History

BWM Planning’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
Q1 		$351K Buy
982
+1
+0.1% +$356 0.09% 73
2025
Q4 		$313K Buy
981
+16
+2% +$5.67K 0.08% 75
2025
Q3 		$361K Hold
965
– – 0.11% 67
2025
Q2 		$345K Buy
965
+23
+2% +$7.08K 0.12% 64
2025
Q1 		$256K Buy
942
+5
+0.5% +$1.56K 0.11% 67
2024
Q4 		$311K Hold
937
– – 0.14% 66
2024
Q3 		$311K Buy
+937
New +$286K 0.14% 67

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BWM Planning's ETN Position: Q1 2026 in Review

BWM Planning increased its Eaton (ETN) stake by 0.1% in Q1 2026, buying an estimated $356 and bringing the position to 982 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #73.

BWM Planning first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. The position peaked at $361K in Q3 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • BWM Planning held 982 shares of Eaton worth $351K as of Q1 2026.
  • BWM Planning bought 1 Eaton share in Q1 2026, an estimated $356.
  • Eaton made up 0.09% of BWM Planning's portfolio in Q1 2026, its #73 holding.
  • BWM Planning first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's Eaton position peaked at $361K in Q3 2025.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.