Holistic Planning’s Eaton ETN Stock Holding History

Holistic 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 Q2	$233K	Buy	+546	New	+$220K	0.04%	309

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

Holistic Planning's ETN Position: Q2 2026 in Review

Holistic Planning opened a new position in Eaton (ETN) in Q2 2026: 546 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #309 among its holdings.

2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Holistic Planning held 546 shares of Eaton worth $233K as of Q2 2026.
Eaton was a new Holistic Planning position in Q2 2026.
Eaton made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #309 holding.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.