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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's ETN Position: Q1 2026 in Review

Creative Planning increased its Eaton (ETN) stake by 13% in Q1 2026, buying an estimated $9.79M and bringing the position to 245,301 shares worth $87.7M. The position accounts for 0.06% of the portfolio, ranked #142.

Creative Planning first reported a position in ETN in Q2 2013 and has held it in 52 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Creative Planning held 245,301 shares of Eaton worth $87.7M as of Q1 2026.
Creative Planning bought 27,522 Eaton shares in Q1 2026, an estimated $9.79M.
Eaton made up 0.06% of Creative Planning's portfolio in Q1 2026, its #142 holding.
Creative Planning first reported a position in Eaton in Q2 2013 and has held it in 52 quarters since.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.