CWP
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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
Q2 		$7.83M Sell
18,383
-415
-2% -$167K 0.04% 106
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 $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 $3.38T AUM 44.17% 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

Capital Wealth Planning's ETN Position: Q2 2026 in Review

Capital Wealth Planning reduced its Eaton (ETN) stake by 2.2% in Q2 2026, selling an estimated $167K and leaving 18,383 shares worth $7.83M. The position accounts for 0.04% of the portfolio, ranked #106.

Capital Wealth Planning first reported a position in ETN in Q3 2025 and has held it in 4 quarters since. 2,681 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Capital Wealth Planning held 18,383 shares of Eaton worth $7.83M as of Q2 2026.
  • Capital Wealth Planning sold 415 Eaton shares in Q2 2026, an estimated $167K.
  • Eaton made up 0.04% of Capital Wealth Planning's portfolio in Q2 2026, its #106 holding.
  • Capital Wealth Planning first reported a position in Eaton in Q3 2025 and has held it in 4 quarters since.
  • 2,681 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.