Position in ETN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$9,533,582
+$1,597,958 QoQ
Shares Held
22,373
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#534
of 2,629 holders
Holding Since
Mar 2020
24 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, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. ETN ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
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|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
|
971 | $231,282 |
All Filings in ETN
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,533,582 | 22,373 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,935,624 | 22,187 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,741,946 | 30,586 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,362,604 | 30,361 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,322,866 | 37,320 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $15,534,502 | 46,809 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $13,624,172 | 41,106 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $8,656,801 | 27,609 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $6,858,010 | 21,933 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $5,536,451 | 22,990 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $4,677,870 | 21,933 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $4,181,070 | 20,791 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,553,762 | 20,741 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,046,399 | 19,410 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,709,608 | 20,318 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $922,118 | 7,319 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,206,036 | 7,947 | Shares | Other | 2022-05-02 | |
| 2021-09-30 | $1,601,348 | 10,725 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,803,202 | 12,169 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,089,369 | 7,878 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $822,717 | 6,848 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $724,207 | 7,098 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $463,205 | 5,295 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $403,675 | 5,196 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||