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McCarley & Cook Financial Planners’s Eaton ETN Stock Holding History

McCarley & Cook Financial 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
Q3 		$186K Buy
432
+3
+0.7% +$1.25K 0.14% 54
2026
Q2 		$183K Hold
429
– – 0.14% 54
2026
Q1 		$153K Hold
429
– – 0.13% 59
2025
Q4 		$137K Buy
+429
New +$152K 0.12% 61

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

McCarley & Cook Financial Planners's ETN Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Eaton (ETN) stake by 0.7% in Q3 2026, buying an estimated $1.25K and bringing the position to 432 shares worth $186K. The position accounts for 0.14% of the portfolio, ranked #54.

McCarley & Cook Financial Planners first reported a position in ETN in Q4 2025 and has held it in 4 quarters since. 953 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • McCarley & Cook Financial Planners held 432 shares of Eaton worth $186K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 3 Eaton shares in Q3 2026, an estimated $1.25K.
  • Eaton made up 0.14% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #54 holding.
  • McCarley & Cook Financial Planners first reported a position in Eaton in Q4 2025 and has held it in 4 quarters since.
  • 953 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.