PDS Planning’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.75M | Buy |
6,458
+56
| +0.9% | +$22.6K | 0.16% | 71 |
|
|
2026
Q1 | $2.29M | Buy |
6,402
+51
| +0.8% | +$18.1K | 0.15% | 66 |
|
|
2025
Q4 | $2.02M | Sell |
6,351
-138
| -2% | -$48.9K | 0.14% | 69 |
|
|
2025
Q3 | $2.43M | Buy |
6,489
+43
| +0.7% | +$15.6K | 0.17% | 65 |
|
|
2025
Q2 | $2.3M | Buy |
6,446
+118
| +2% | +$36.3K | 0.17% | 63 |
|
|
2025
Q1 | $1.72M | Buy |
6,328
+117
| +2% | +$36.4K | 0.15% | 70 |
|
|
2024
Q4 | $2.06M | Buy |
6,211
+14
| +0.2% | +$4.91K | 0.18% | 65 |
|
|
2024
Q3 | $2.05M | Sell |
6,197
-138
| -2% | -$42.2K | 0.18% | 64 |
|
|
2024
Q2 | $1.99M | Buy |
6,335
+54
| +0.9% | +$17.4K | 0.2% | 61 |
|
|
2024
Q1 | $1.96M | Buy |
6,281
+106
| +2% | +$29K | 0.21% | 59 |
|
|
2023
Q4 | $1.49M | Sell |
6,175
-108
| -2% | -$23.8K | 0.17% | 62 |
|
|
2023
Q3 | $1.34M | Buy |
6,283
+23
| +0.4% | +$4.96K | 0.17% | 67 |
|
|
2023
Q2 | $1.26M | Buy |
6,260
+207
| +3% | +$36.4K | 0.16% | 68 |
|
|
2023
Q1 | $1.04M | Buy |
6,053
+457
| +8% | +$76.1K | 0.14% | 71 |
|
|
2022
Q4 | $878K | Buy |
5,596
+68
| +1% | +$10.4K | 0.14% | 66 |
|
|
2022
Q3 | $737K | Sell |
5,528
-429
| -7% | -$60K | 0.13% | 67 |
|
|
2022
Q2 | $751K | Buy |
5,957
+114
| +2% | +$15.9K | 0.14% | 74 |
|
|
2022
Q1 | $887K | Buy |
5,843
+81
| +1% | +$12.7K | 0.16% | 65 |
|
|
2021
Q4 | $996K | Buy |
5,762
+28
| +0.5% | +$4.64K | 0.19% | 55 |
|
|
2021
Q3 | $856K | Sell |
5,734
-72
| -1% | -$11.5K | 0.2% | 57 |
|
|
2021
Q2 | $860K | Buy |
5,806
+40
| +0.7% | +$5.76K | 0.21% | 55 |
|
|
2021
Q1 | $797K | Buy |
5,766
+246
| +4% | +$31.7K | 0.23% | 55 |
|
|
2020
Q4 | $663K | Sell |
5,520
-78
| -1% | -$8.81K | 0.23% | 59 |
|
|
2020
Q3 | $571K | Buy |
5,598
+310
| +6% | +$30.3K | 0.23% | 59 |
|
|
2020
Q2 | $463K | Buy |
5,288
+498
| +10% | +$41K | 0.21% | 67 |
|
|
2020
Q1 | $372K | Buy |
4,790
+39
| +0.8% | +$3.58K | 0.24% | 56 |
|
|
2019
Q4 | $450K | Hold |
4,751
| – | – | 0.28% | 56 |
|
|
2019
Q3 | $395K | Hold |
4,751
| – | – | 0.27% | 55 |
|
|
2019
Q2 | $396K | Hold |
4,751
| – | – | 0.29% | 51 |
|
|
2019
Q1 | $383K | Buy |
4,751
+95
| +2% | +$7.24K | 0.3% | 51 |
|
|
2018
Q4 | $320K | Buy |
4,656
+122
| +3% | +$9.13K | 0.28% | 58 |
|
|
2018
Q3 | $393K | Buy |
4,534
+38
| +0.8% | +$3.11K | 0.34% | 49 |
|
|
2018
Q2 | $336K | Hold |
4,496
| – | – | 0.33% | 48 |
|
|
2018
Q1 | $359K | Hold |
4,496
| – | – | 0.36% | 47 |
|
|
2017
Q4 | $355K | Buy |
+4,496
| New | +$350K | 0.36% | 46 |
|
Other funds holding ETN
PDS Planning's ETN Position: Q2 2026 in Review
PDS Planning increased its Eaton (ETN) stake by 0.87% in Q2 2026, buying an estimated $22.6K and bringing the position to 6,458 shares worth $2.75M. The position accounts for 0.16% of the portfolio, ranked #71.
PDS Planning first reported a position in ETN in Q4 2017 and has held it in 35 quarters since. 2,671 funds tracked by Wall St. Rank hold ETN as of Q2 2026.
- PDS Planning held 6,458 shares of Eaton worth $2.75M as of Q2 2026.
- PDS Planning bought 56 Eaton shares in Q2 2026, an estimated $22.6K.
- Eaton made up 0.16% of PDS Planning's portfolio in Q2 2026, its #71 holding.
- PDS Planning first reported a position in Eaton in Q4 2017 and has held it in 35 quarters since.
- 2,671 funds tracked by Wall St. Rank held Eaton as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.