WealthPlan Investment Management’s Eaton ETN Stock Holding History

WealthPlan Investment Management’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	$449K	Sell	1,054 -72	-6%	-$29K	0.02%	337
2026 Q1	$403K	Sell	1,126 -2,950	-72%	-$1.05M	0.02%	335
2025 Q4	$1.3M	Sell	4,076 -233	-5%	-$82.6K	0.08%	179
2025 Q3	$1.61M	Buy	4,309 +3,392	+370%	+$1.23M	0.11%	143
2025 Q2	$327K	Hold	917	–	–	0.02%	279
2025 Q1	$249K	Buy	917 +100	+12%	+$31.1K	0.02%	241
2024 Q4	$271K	Buy	817 +21	+3%	+$7.37K	0.03%	229
2024 Q3	$264K	Buy	+796	New	+$243K	0.03%	219
2023 Q3	–	Sell	-460	Closed	-$92.5K	–	216
2023 Q2	$92.5K	Buy	460 +85	+23%	+$14.9K	0.03%	159
2023 Q1	$64.3K	Sell	375 -819	-69%	-$136K	0.01%	230
2022 Q4	$208K	Buy	+1,194	New	+$183K	0.01%	371

Other funds holding ETN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPlan Investment Management's ETN Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Eaton (ETN) stake by 6.4% in Q2 2026, selling an estimated $29K and leaving 1,054 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #337.

WealthPlan Investment Management first reported a position in ETN in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.61M in Q3 2025. 2,659 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

WealthPlan Investment Management held 1,054 shares of Eaton worth $449K as of Q2 2026.
WealthPlan Investment Management sold 72 Eaton shares in Q2 2026, an estimated $29K.
Eaton made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #337 holding.
WealthPlan Investment Management first reported a position in Eaton in Q4 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's Eaton position peaked at $1.61M in Q3 2025.
2,659 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.