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Summit Wealth Group, LLC/OK’s Eaton ETN Stock Holding History

Summit Wealth Group, LLC/OK’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 		$215K Hold
500
– – 0.36% 48
2026
Q2 		$213K Buy
+500
New +$202K 0.28% 60

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Summit Wealth Group, LLC/OK's ETN Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its Eaton (ETN) position steady in Q3 2026 at 500 shares worth $215K. The position accounts for 0.36% of the portfolio, ranked #48.

Summit Wealth Group, LLC/OK first reported a position in ETN in Q2 2026 and has held it in 2 quarters since. 1,783 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 500 shares of Eaton worth $215K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its Eaton share count unchanged in Q3 2026.
  • Eaton made up 0.36% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #48 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Eaton in Q2 2026 and has held it in 2 quarters since.
  • 1,783 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.