LPL Financial’s Eaton ETN Stock Holding History

LPL Financial’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	–	Sell	-1,000	Closed	-$357K	–	5862
2025 Q2	$357K	Sell	1,000 -600	-38%	-$185K	﹤0.01%	4644
2025 Q1	$435K	Buy	+1,600	New	+$498K	﹤0.01%	4299

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

LPL Financial's ETN Position: Q1 2026 in Review

LPL Financial increased its Eaton (ETN) stake by 1.1% in Q1 2026, buying an estimated $2.87M and bringing the position to 734,953 shares worth $263M. The position accounts for 0.07% of the portfolio, ranked #274.

LPL Financial first reported a position in ETN in Q2 2013 and has held it in 52 quarters since. 2,510 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

LPL Financial held 734,953 shares of Eaton worth $263M as of Q1 2026.
LPL Financial bought 8,069 Eaton shares in Q1 2026, an estimated $2.87M.
Eaton made up 0.07% of LPL Financial's portfolio in Q1 2026, its #274 holding.
LPL Financial first reported a position in Eaton in Q2 2013 and has held it in 52 quarters since.
2,510 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.