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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's ETN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Eaton (ETN) stake by 4.8% in Q1 2026, buying an estimated $59.1K and bringing the position to 3,653 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #85.

Pinnacle Wealth Planning Services first reported a position in ETN in Q1 2018 and has held it in 23 quarters since. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,653 shares of Eaton worth $1.31M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 166 Eaton shares in Q1 2026, an estimated $59.1K.
  • Eaton made up 0.14% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #85 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eaton in Q1 2018 and has held it in 23 quarters since.
  • 2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.