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United Financial Planning Group’s Eaton ETN Stock Holding History

United Financial Planning Group’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 		$12.8K Buy
+30
New +$12.1K 0.01% 220
2026
Q1 		– Sell
-17
Closed -$5.42K – 519
2025
Q4 		$5.42K Buy
+17
New +$6.03K ﹤0.01% 264

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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

United Financial Planning Group's ETN Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Eaton (ETN) in Q2 2026: 30 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in ETN as recently as Q4 2025.

United Financial Planning Group first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 2,667 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • United Financial Planning Group held 30 shares of Eaton worth $12.8K as of Q2 2026.
  • Eaton was a new United Financial Planning Group position in Q2 2026.
  • Eaton made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #220 holding.
  • United Financial Planning Group first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
  • 2,667 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.