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Comprehensive Financial Planning’s Eaton ETN Stock Holding History

Comprehensive 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
Q1 		– Sell
-17
Closed -$5.41K – 407
2025
Q4 		$5.41K Buy
+17
New +$6.03K ﹤0.01% 298

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

Comprehensive Financial Planning's ETN Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Eaton (ETN) in Q1 2026, closing a stake of 17 shares — an estimated $5.41K sold.

Comprehensive Financial Planning first reported a position in ETN in Q4 2025 and held it in 1 quarter. The position peaked at $5.41K in Q4 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Eaton position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 17 Eaton shares in Q1 2026, an estimated $5.41K.
  • Comprehensive Financial Planning first reported a position in Eaton in Q4 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Eaton position peaked at $5.41K in Q4 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.