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Planning Strategies’s Eaton ETN Stock Holding History

Planning Strategies’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 		$10.7K Buy
+25
New +$10.1K 0.01% 312

Other funds holding ETN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Planning Strategies's ETN Position: Q2 2026 in Review

Planning Strategies opened a new position in Eaton (ETN) in Q2 2026: 25 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings.

2,559 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Planning Strategies held 25 shares of Eaton worth $10.7K as of Q2 2026.
  • Eaton was a new Planning Strategies position in Q2 2026.
  • Eaton made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #312 holding.
  • 2,559 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.