Pinnacle Wealth Planning Services
ETN icon

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
Q3 		$1.46M Sell
3,407
-131
-4% -$54.7K 0.14% 91
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's ETN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Eaton (ETN) stake by 3.7% in Q3 2026, selling an estimated $54.7K and leaving 3,407 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #91.

Pinnacle Wealth Planning Services first reported a position in ETN in Q1 2018 and has held it in 25 quarters since. The position peaked at $1.51M in Q2 2026. 1,968 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,407 shares of Eaton worth $1.46M as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 131 Eaton shares in Q3 2026, an estimated $54.7K.
  • Eaton made up 0.14% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #91 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eaton in Q1 2018 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Eaton position peaked at $1.51M in Q2 2026.
  • 1,968 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.