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Mark Sheptoff Financial Planning’s Eaton ETN Stock Holding History

Mark Sheptoff 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
2026
Q2 		$21.3K Buy
+50
New +$20.2K 0.01% 282
2016
Q2 		– Sell
-10
Closed -$1K – 357
2016
Q1 		$1K Hold
10
– – ﹤0.01% 330
2015
Q4 		$1K Hold
10
– – ﹤0.01% 356
2015
Q3 		$1K Hold
10
– – ﹤0.01% 371
2015
Q2 		$1K Buy
+10
New +$706 ﹤0.01% 355

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mark Sheptoff Financial Planning's ETN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Eaton (ETN) in Q2 2026: 50 shares worth $21.3K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Mark Sheptoff Financial Planning previously reported a position in ETN as recently as Q1 2016.

Mark Sheptoff Financial Planning first reported a position in ETN in Q2 2015 and has held it in 5 quarters since. 2,671 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Mark Sheptoff Financial Planning held 50 shares of Eaton worth $21.3K as of Q2 2026.
  • Eaton was a new Mark Sheptoff Financial Planning position in Q2 2026.
  • Eaton made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #282 holding.
  • Mark Sheptoff Financial Planning first reported a position in Eaton in Q2 2015 and has held it in 5 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.