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Pinnacle Wealth Planning Services’s Eaton ETN Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.51M Sell
3,538
-115
-3% -$46.4K 0.14% 93
2026
Q1 		$1.31M Buy
3,653
+166
+5% +$59.1K 0.14% 85
2025
Q4 		$1.11M Buy
3,487
+20
+0.6% +$7.09K 0.12% 91
2025
Q3 		$1.3M Buy
3,467
+124
+4% +$45.1K 0.15% 83
2025
Q2 		$1.19M Buy
3,343
+148
+5% +$45.6K 0.16% 84
2025
Q1 		$868K Buy
3,195
+174
+6% +$54.2K 0.13% 91
2024
Q4 		$1M Sell
3,021
-360
-11% -$126K 0.15% 82
2024
Q3 		$1.12M Sell
3,381
-6
-0.2% -$1.83K 0.15% 90
2024
Q2 		$1.06M Sell
3,387
-153
-4% -$49.4K 0.15% 86
2024
Q1 		$1.11M Sell
3,540
-140
-4% -$38.3K 0.16% 90
2023
Q4 		$886K Buy
3,680
+48
+1% +$10.6K 0.14% 102
2023
Q3 		$775K Sell
3,632
-172
-5% -$37.1K 0.13% 101
2023
Q2 		$765K Sell
3,804
-104
-3% -$18.3K 0.12% 111
2023
Q1 		$670K Buy
3,908
+708
+22% +$118K 0.11% 130
2022
Q4 		$502K Buy
3,200
+1,020
+47% +$156K 0.09% 162
2022
Q3 		$291K Buy
2,180
+563
+35% +$78.8K 0.05% 245
2022
Q2 		$204K Sell
1,617
-105
-6% -$14.7K 0.04% 347
2022
Q1 		$261K Sell
1,722
-893
-34% -$140K 0.05% 302
2021
Q4 		$452K Buy
2,615
+106
+4% +$17.6K 0.09% 171
2021
Q3 		$375K Buy
2,509
+886
+55% +$142K 0.08% 199
2021
Q2 		$240K Buy
+1,623
New +$234K 0.06% 282
2021
Q1 		– Sell
-718
Closed -$86K – 866
2020
Q4 		$86K Buy
+718
New +$81.1K 0.02% 538
2018
Q3 		– Sell
-3,349
Closed -$251K – 182
2018
Q2 		$251K Buy
3,349
+22
+0.7% +$1.7K 0.24% 133
2018
Q1 		$266K Buy
+3,327
New +$273K 0.27% 124

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

Pinnacle Wealth Planning Services's ETN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Eaton (ETN) stake by 3.1% in Q2 2026, selling an estimated $46.4K and leaving 3,538 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #93.

Pinnacle Wealth Planning Services first reported a position in ETN in Q1 2018 and has held it in 24 quarters since. 2,675 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,538 shares of Eaton worth $1.51M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 115 Eaton shares in Q2 2026, an estimated $46.4K.
  • Eaton made up 0.14% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #93 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eaton in Q1 2018 and has held it in 24 quarters since.
  • 2,675 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.