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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
Q2 		$610K Buy
1,541
+14
+0.9% +$5.65K 0.45% 67
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
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

Phillips Wealth Planners's ETN Position: Q2 2026 in Review

Phillips Wealth Planners increased its Eaton (ETN) stake by 0.92% in Q2 2026, buying an estimated $5.65K and bringing the position to 1,541 shares worth $610K. The position accounts for 0.45% of the portfolio, ranked #67.

Phillips Wealth Planners first reported a position in ETN in Q1 2023 and has held it in 14 quarters since. The position peaked at $749K in Q2 2025. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Phillips Wealth Planners held 1,541 shares of Eaton worth $610K as of Q2 2026.
  • Phillips Wealth Planners bought 14 Eaton shares in Q2 2026, an estimated $5.65K.
  • Eaton made up 0.45% of Phillips Wealth Planners's portfolio in Q2 2026, its #67 holding.
  • Phillips Wealth Planners first reported a position in Eaton in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Eaton position peaked at $749K in Q2 2025.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.