Creative Planning’s Eaton ETN Stock Holding History

Creative 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
2019 Q1	–	Sell	-200	Closed	-$1K	–	2017
2018 Q4	$1K	Buy	+200	New	+$15K	﹤0.01%	1921
2018 Q3	–	Sell	-200	Closed	-$1K	–	2099
2018 Q2	$1K	Hold	200	–	–	﹤0.01%	2017
2018 Q1	$1K	Buy	+200	New	+$16.4K	﹤0.01%	2012

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Planning's ETN Position: Q2 2026 in Review

Creative Planning increased its Eaton (ETN) stake by 0.33% in Q2 2026, buying an estimated $328K and bringing the position to 246,115 shares worth $105M. The position accounts for 0.06% of the portfolio, ranked #146.

Creative Planning first reported a position in ETN in Q2 2013 and has held it in 53 quarters since. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Creative Planning held 246,115 shares of Eaton worth $105M as of Q2 2026.
Creative Planning bought 814 Eaton shares in Q2 2026, an estimated $328K.
Eaton made up 0.06% of Creative Planning's portfolio in Q2 2026, its #146 holding.
Creative Planning first reported a position in Eaton in Q2 2013 and has held it in 53 quarters since.
2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.