Phillips Wealth Planners’s Eaton ETN Stock Holding History

Phillips Wealth 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 Q1	$640K	Sell	1,527 -40	-3%	-$14.2K	0.48%	62
2025 Q4	$530K	Sell	1,567 -135	-8%	-$47.8K	0.42%	70
2025 Q3	$647K	Sell	1,702 -395	-19%	-$144K	0.54%	58
2025 Q2	$749K	Sell	2,097 -18	-0.9%	-$5.54K	0.68%	41
2025 Q1	$587K	Buy	2,115 +318	+18%	+$99K	0.62%	52
2024 Q4	$614K	Sell	1,797 -3	-0.2%	-$1.05K	0.61%	49
2024 Q3	$614K	Sell	1,800 -19	-1%	-$5.8K	0.59%	48
2024 Q2	$595K	Sell	1,819 -54	-3%	-$17.4K	0.63%	44
2024 Q1	$591K	Sell	1,873 -78	-4%	-$21.3K	0.68%	38
2023 Q4	$468K	Sell	1,951 -460	-19%	-$102K	0.56%	55
2023 Q3	$482K	Sell	2,411 -30	-1%	-$6.47K	0.65%	51
2023 Q2	$491K	Sell	2,441 -73	-3%	-$12.8K	0.64%	53
2023 Q1	$424K	Buy	+2,514	New	+$419K	0.56%	62

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

Phillips Wealth Planners's ETN Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Eaton (ETN) stake by 2.6% in Q1 2026, selling an estimated $14.2K and leaving 1,527 shares worth $640K. The position accounts for 0.48% of the portfolio, ranked #62.

Phillips Wealth Planners first reported a position in ETN in Q1 2023 and has held it in 13 quarters since. The position peaked at $749K in Q2 2025. 2,509 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

Phillips Wealth Planners held 1,527 shares of Eaton worth $640K as of Q1 2026.
Phillips Wealth Planners sold 40 Eaton shares in Q1 2026, an estimated $14.2K.
Eaton made up 0.48% of Phillips Wealth Planners's portfolio in Q1 2026, its #62 holding.
Phillips Wealth Planners first reported a position in Eaton in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's Eaton position peaked at $749K in Q2 2025.
2,509 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.