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Sequent Planning’s Eaton ETN Stock Holding History

Sequent Planning’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 		$292K Buy
686
+82
+14% +$33.1K 0.06% 222
2026
Q1 		$216K Buy
+604
New +$215K 0.05% 232
2025
Q4 		– Sell
-604
Closed -$226K – 231
2025
Q3 		$226K Sell
604
-49
-8% -$17.8K 0.06% 187
2025
Q2 		$233K Buy
+653
New +$201K 0.07% 145
2025
Q1 		– Sell
-661
Closed -$219K – 149
2024
Q4 		$219K Sell
661
-8
-1% -$2.81K 0.08% 130
2024
Q3 		$222K Buy
+669
New +$204K 0.08% 135

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

Sequent Planning's ETN Position: Q2 2026 in Review

Sequent Planning increased its Eaton (ETN) stake by 14% in Q2 2026, buying an estimated $33.1K and bringing the position to 686 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #222.

Sequent Planning first reported a position in ETN in Q3 2024 and has held it in 6 quarters since. 2,678 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Sequent Planning held 686 shares of Eaton worth $292K as of Q2 2026.
  • Sequent Planning bought 82 Eaton shares in Q2 2026, an estimated $33.1K.
  • Eaton made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #222 holding.
  • Sequent Planning first reported a position in Eaton in Q3 2024 and has held it in 6 quarters since.
  • 2,678 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.