Planning Strategies Inc.’s Eaton ETN Stock Holding History

Planning Strategies Inc.’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	$10.7K	Buy	+25	New	+$10.1K	0.01%	312

Other funds holding ETN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Planning Strategies Inc.'s ETN Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Eaton (ETN) in Q2 2026: 25 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings.

1,105 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

Planning Strategies Inc. held 25 shares of Eaton worth $10.7K as of Q2 2026.
Eaton was a new Planning Strategies Inc. position in Q2 2026.
Eaton made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #312 holding.
1,105 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.