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Financial Life Planners’s Eaton ETN Stock Holding History

Financial Life Planners’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 		$77.2K Buy
181
+36
+25% +$14.5K 0.05% 100
2026
Q1 		$51.8K Buy
+145
New +$51.6K 0.04% 115
2025
Q4 		– Sell
-144
Closed -$53.9K – 147
2025
Q3 		$53.9K Buy
+144
New +$52.4K 0.04% 121
2025
Q1 		– Sell
-142
Closed -$47K – 185
2024
Q4 		$47K Buy
+142
New +$49.8K 0.04% 125

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Financial Life Planners's ETN Position: Q2 2026 in Review

Financial Life Planners increased its Eaton (ETN) stake by 25% in Q2 2026, buying an estimated $14.5K and bringing the position to 181 shares worth $77.2K. The position accounts for 0.05% of the portfolio, ranked #100.

Financial Life Planners first reported a position in ETN in Q4 2024 and has held it in 4 quarters since. 885 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Financial Life Planners held 181 shares of Eaton worth $77.2K as of Q2 2026.
  • Financial Life Planners bought 36 Eaton shares in Q2 2026, an estimated $14.5K.
  • Eaton made up 0.05% of Financial Life Planners's portfolio in Q2 2026, its #100 holding.
  • Financial Life Planners first reported a position in Eaton in Q4 2024 and has held it in 4 quarters since.
  • 885 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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