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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sequent Planning's ETN Position: Q1 2026 in Review

Sequent Planning opened a new position in Eaton (ETN) in Q1 2026: 604 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings. This is a return to the name: Sequent Planning previously reported a position in ETN as recently as Q3 2025.

Sequent Planning first reported a position in ETN in Q3 2024 and has held it in 5 quarters since. The position peaked at $233K in Q2 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Sequent Planning held 604 shares of Eaton worth $216K as of Q1 2026.
  • Eaton was a new Sequent Planning position in Q1 2026.
  • Eaton made up 0.05% of Sequent Planning's portfolio in Q1 2026, its #232 holding.
  • Sequent Planning first reported a position in Eaton in Q3 2024 and has held it in 5 quarters since.
  • Sequent Planning's Eaton position peaked at $233K in Q2 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.