Position in ETN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$919,993
+$172,463 QoQ
Shares Held
2,159
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,450
of 2,629 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $9,540,950 across 9 Specialty Industrial Machinery names. ETN ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
|
4,043 | $2,001,608 | |
| 2 | PH |
Parker-Hannifin Corp
|
2,022 | $1,977,758 | |
| 3 | GEV |
GE Vernova Inc.
|
1,679 | $1,972,589 | |
| 4 | EMR |
Emerson Electric Co
|
9,739 | $1,394,137 | |
| 5 | ETN |
Eaton Corp plc
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|
2,159 | $919,993 | |
| 6 | CMI |
Cummins Inc
|
786 | $560,583 | |
| 7 | DOV |
DOVER Corp
|
1,263 | $283,265 | |
| 8 | ITW |
Illinois Tool Works Inc
|
801 | $216,646 |
All Filings in ETN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,993 | 2,159 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $747,530 | 2,090 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $648,167 | 2,035 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $763,095 | 2,039 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $726,831 | 2,036 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $553,717 | 2,037 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $691,617 | 2,084 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $688,732 | 2,078 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $671,624 | 2,142 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $674,450 | 2,157 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $310,898 | 1,291 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $272,571 | 1,278 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $876,192 | 4,357 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $740,188 | 4,320 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $594,683 | 3,789 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $482,096 | 3,615 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $455,957 | 3,619 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $581,240 | 3,830 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $658,457 | 4,410 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $539,967 | 3,644 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||