DFP
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Defined Financial Planning’s Eaton ETN Stock Holding History

Defined 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
2025
Q3 		$383K Buy
1,016
+1
+0.1% +$364 0.32% 38
2025
Q2 		$368K Buy
1,015
+6
+0.6% +$1.85K 0.33% 40
2025
Q1 		$279K Hold
1,009
– – 0.28% 56
2024
Q4 		$335K Buy
+1,009
New +$354K 0.36% 41

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Defined Financial Planning's ETN Position: Q3 2025 in Review

Defined Financial Planning increased its Eaton (ETN) stake by 0.1% in Q3 2025, buying an estimated $364 and bringing the position to 1,016 shares worth $383K. The position accounts for 0.32% of the portfolio, ranked #38.

Defined Financial Planning first reported a position in ETN in Q4 2024 and has held it in 4 quarters since. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

  • Defined Financial Planning held 1,016 shares of Eaton worth $383K as of Q3 2025.
  • Defined Financial Planning bought 1 Eaton share in Q3 2025, an estimated $364.
  • Eaton made up 0.32% of Defined Financial Planning's portfolio in Q3 2025, its #38 holding.
  • Defined Financial Planning first reported a position in Eaton in Q4 2024 and has held it in 4 quarters since.
  • 2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.