RGF
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Retirement Guys Formula’s Eaton ETN Stock Holding History

Retirement Guys Formula’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 		$643K Buy
1,508
+18
+1% +$7.26K 0.24% 102
2026
Q1 		$533K Sell
1,490
-5,044
-77% -$1.8M 0.25% 93
2025
Q4 		$2.08M Buy
6,534
+155
+2% +$54.9K 0.95% 29
2025
Q3 		$2.39M Buy
6,379
+70
+1% +$25.5K 0.84% 33
2025
Q2 		$2.25M Sell
6,309
-429
-6% -$132K 0.86% 34
2025
Q1 		$1.83M Buy
+6,738
New +$2.1M 0.91% 28

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Retirement Guys Formula's ETN Position: Q2 2026 in Review

Retirement Guys Formula increased its Eaton (ETN) stake by 1.2% in Q2 2026, buying an estimated $7.26K and bringing the position to 1,508 shares worth $643K. The position accounts for 0.24% of the portfolio, ranked #102.

Retirement Guys Formula first reported a position in ETN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.39M in Q3 2025. 2,671 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Retirement Guys Formula held 1,508 shares of Eaton worth $643K as of Q2 2026.
  • Retirement Guys Formula bought 18 Eaton shares in Q2 2026, an estimated $7.26K.
  • Eaton made up 0.24% of Retirement Guys Formula's portfolio in Q2 2026, its #102 holding.
  • Retirement Guys Formula first reported a position in Eaton in Q1 2025 and has held it in 6 quarters since.
  • Retirement Guys Formula's Eaton position peaked at $2.39M in Q3 2025.
  • 2,671 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.