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Planning Project LLC’s Eaton ETN Stock Holding History

Planning Project LLC’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
Q4 		$51.9K Buy
+163
New +$57.8K 0.01% 65

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Project LLC's ETN Position: Q4 2025 in Review

Planning Project LLC opened a new position in Eaton (ETN) in Q4 2025: 163 shares worth $51.9K. The stake represents 0.01% of the portfolio and ranks #65 among its holdings.

2,463 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • Planning Project LLC held 163 shares of Eaton worth $51.9K as of Q4 2025.
  • Eaton was a new Planning Project LLC position in Q4 2025.
  • Eaton made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #65 holding.
  • 2,463 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.