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Capital Wealth Planning’s Eaton ETN Stock Holding History

Capital Wealth 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 		$6.72M Buy
18,798
+6,049
+47% +$2.15M 0.04% 104
2025
Q4 		$4.06M Buy
12,749
+5,732
+82% +$2.03M 0.03% 101
2025
Q3 		$2.63M Buy
+7,017
New +$2.55M 0.02% 109

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

Capital Wealth Planning's ETN Position: Q1 2026 in Review

Capital Wealth Planning increased its Eaton (ETN) stake by 47% in Q1 2026, buying an estimated $2.15M and bringing the position to 18,798 shares worth $6.72M. The position accounts for 0.04% of the portfolio, ranked #104.

Capital Wealth Planning first reported a position in ETN in Q3 2025 and has held it in 3 quarters since. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Capital Wealth Planning held 18,798 shares of Eaton worth $6.72M as of Q1 2026.
  • Capital Wealth Planning bought 6,049 Eaton shares in Q1 2026, an estimated $2.15M.
  • Eaton made up 0.04% of Capital Wealth Planning's portfolio in Q1 2026, its #104 holding.
  • Capital Wealth Planning first reported a position in Eaton in Q3 2025 and has held it in 3 quarters since.
  • 2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.