Plan A Wealth’s Eaton ETN Stock Holding History

Plan A Wealth’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
2025 Q3	–	Sell	-1,174	Closed	-$419K	–	176
2025 Q2	$419K	Buy	+1,174	New	+$362K	0.24%	80

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Plan A Wealth's ETN Position: Q3 2025 in Review

Plan A Wealth sold out of Eaton (ETN) in Q3 2025, closing a stake of 1,174 shares — an estimated $419K sold.

Plan A Wealth first reported a position in ETN in Q2 2025 and held it in 1 quarter. The position peaked at $419K in Q2 2025. 2,383 funds tracked by Wall St. Rank hold ETN as of Q3 2025.

Plan A Wealth reported no remaining Eaton position as of Q3 2025 after selling out during the quarter.
Plan A Wealth sold 1,174 Eaton shares in Q3 2025, an estimated $419K.
Plan A Wealth first reported a position in Eaton in Q2 2025 and held it in 1 quarter.
Plan A Wealth's Eaton position peaked at $419K in Q2 2025.
2,383 funds tracked by Wall St. Rank held Eaton as of Q3 2025.

Based on Plan A Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.