Planning Alternatives’s Eaton ETN Stock Holding History

Planning Alternatives’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	$242K	Sell	567 -78	-12%	-$31.5K	0.03%	112
2026 Q1	$231K	Buy	+645	New	+$230K	0.03%	92

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Planning Alternatives's ETN Position: Q2 2026 in Review

Planning Alternatives reduced its Eaton (ETN) stake by 12% in Q2 2026, selling an estimated $31.5K and leaving 567 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #112.

Planning Alternatives first reported a position in ETN in Q1 2026 and has held it in 2 quarters since. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Planning Alternatives held 567 shares of Eaton worth $242K as of Q2 2026.
Planning Alternatives sold 78 Eaton shares in Q2 2026, an estimated $31.5K.
Eaton made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #112 holding.
Planning Alternatives first reported a position in Eaton in Q1 2026 and has held it in 2 quarters since.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.