Position in ETN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,584
-$14,256 QoQ
Shares Held
53
-48.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026IMA Advisory Services, Inc. holds $4,758,647 across 17 Specialty Industrial Machinery names. ETN ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GNRC |
Generac Holdings Inc.
|
7,308 | $2,139,855 | |
| 2 | ITW |
Illinois Tool Works Inc
|
5,412 | $1,463,783 | |
| 3 | OTIS |
Otis Worldwide Corp
|
9,020 | $645,832 | |
| 4 | GEV |
GE Vernova Inc.
|
287 | $337,184 | |
| 5 | ROK |
Rockwell Automation, Inc
|
125 | $61,885 | |
| 6 | CMI |
Cummins Inc
|
50 | $35,660 | |
| 7 | ETN |
Eaton Corp plc
This page
|
53 | $22,584 | |
| 8 | SMERY |
Siemens Energy AG/ADR
|
455 | $17,353 |
All Filings in ETN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,584 | 53 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $36,840 | 103 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,302 | 92 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,431 | 92 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $32,843 | 92 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,008 | 92 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $30,492 | 92 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $54,812 | 257 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $51,682 | 257 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $28,271 | 165 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $25,896 | 165 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $22,004 | 165 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $20,788 | 165 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $25,040 | 165 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $28,515 | 165 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,636 | 165 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $24,449 | 165 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $22,816 | 165 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $19,823 | 165 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $16,834 | 165 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,434 | 165 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,818 | 165 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||