CFFP
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Center for Financial Planning’s Eaton ETN Stock Holding History

Center for Financial 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 		$1.72M Sell
4,041
-289
-7% -$117K 0.16% 51
2026
Q1 		$1.55M Sell
4,330
-20
-0.5% -$7.12K 0.16% 54
2025
Q4 		$1.39M Buy
4,350
+35
+0.8% +$12.4K 0.14% 55
2025
Q3 		$1.62M Buy
4,315
+200
+5% +$72.7K 0.17% 49
2025
Q2 		$1.47M Buy
4,115
+100
+2% +$30.8K 0.17% 50
2025
Q1 		$1.09M Sell
4,015
-308
-7% -$95.9K 0.14% 55
2024
Q4 		$1.43M Buy
4,323
+10
+0.2% +$3.51K 0.19% 48
2024
Q3 		$1.43M Sell
4,313
-211
-5% -$64.5K 0.19% 46
2024
Q2 		$1.42M Buy
4,524
+53
+1% +$17.1K 0.21% 45
2024
Q1 		$1.4M Buy
4,471
+74
+2% +$20.2K 0.21% 44
2023
Q4 		$1.06M Buy
4,397
+23
+0.5% +$5.08K 0.19% 50
2023
Q3 		$933K Buy
4,374
+78
+2% +$16.8K 0.2% 48
2023
Q2 		$864K Buy
4,296
+103
+2% +$18.1K 0.18% 57
2023
Q1 		$719K Buy
4,193
+35
+0.8% +$5.83K 0.17% 58
2022
Q4 		$653K Buy
4,158
+330
+9% +$50.6K 0.16% 62
2022
Q3 		$511K Hold
3,828
– – 0.14% 73
2022
Q2 		$482K Buy
3,828
+133
+4% +$18.6K 0.12% 77
2022
Q1 		$561K Buy
3,695
+111
+3% +$17.4K 0.12% 76
2021
Q4 		$619K Buy
3,584
+167
+5% +$27.7K 0.13% 74
2021
Q3 		$510K Sell
3,417
-60
-2% -$9.59K 0.12% 76
2021
Q2 		$515K Hold
3,477
– – 0.13% 79
2021
Q1 		$481K Buy
3,477
+426
+14% +$54.9K 0.13% 77
2020
Q4 		$367K Buy
3,051
+205
+7% +$23.2K 0.1% 83
2020
Q3 		$290K Buy
2,846
+368
+15% +$36K 0.09% 90
2020
Q2 		$217K Hold
2,478
– – 0.08% 104
2020
Q1 		$193K Sell
2,478
-150
-6% -$13.8K 0.07% 107
2019
Q4 		$249K Buy
+2,628
New +$233K 0.06% 100

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

Center for Financial Planning's ETN Position: Q2 2026 in Review

Center for Financial Planning reduced its Eaton (ETN) stake by 6.7% in Q2 2026, selling an estimated $117K and leaving 4,041 shares worth $1.72M. The position accounts for 0.16% of the portfolio, ranked #51.

Center for Financial Planning first reported a position in ETN in Q4 2019 and has held it in 27 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Center for Financial Planning held 4,041 shares of Eaton worth $1.72M as of Q2 2026.
  • Center for Financial Planning sold 289 Eaton shares in Q2 2026, an estimated $117K.
  • Eaton made up 0.16% of Center for Financial Planning's portfolio in Q2 2026, its #51 holding.
  • Center for Financial Planning first reported a position in Eaton in Q4 2019 and has held it in 27 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.