Institute for Wealth Management, LLC.

Position in ETN — Eaton Corp plc

CIK 1533954 DENVER, CO

Position in ETN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,123,885

+$518,260 QoQ

Shares Held

7,331

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#896

of 2,591 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $10,122,871 across 27 Specialty Industrial Machinery names. ETN ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc This page	7,331	$3,123,885
2	GEV	GE Vernova Inc.	2,088	$2,453,107
3	CMI	Cummins Inc	2,318	$1,653,220
4	RRX	Regal Rexnord Corp	3,308	$787,932
5	EMR	Emerson Electric Co	4,826	$690,841
6	ITW	Illinois Tool Works Inc	1,182	$319,695
7	ROK	Rockwell Automation, Inc	346	$171,297
8	OTIS	Otis Worldwide Corp	1,861	$133,247

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,123,885	7,331	+0.6%	Shares	Sole	2026-07-28
2026-03-31	$2,605,625	7,285	-0.6%	Shares	Sole	2026-05-14
2025-12-31	$2,333,404	7,326	-1.6%	Shares	Sole	2026-01-27
2025-09-30	$2,785,542	7,443	+0.4%	Shares	Sole	2025-10-17
2025-06-30	$2,647,080	7,415	+0.2%	Shares	Sole	2025-07-18
2025-03-31	$2,011,542	7,400	+4.9%	Shares	Sole	2025-04-21
2024-12-31	$2,340,347	7,052	+0.3%	Shares	Sole	2025-01-23
2024-09-30	$2,331,348	7,034	-0.9%	Shares	Sole	2024-11-12
2024-06-30	$2,226,518	7,101	-0.1%	Shares	Sole	2024-07-25
2024-03-31	$2,222,842	7,109	0.0%	Shares	Sole	2024-04-30
2023-12-31	$1,711,989	7,109	-1.2%	Shares	Sole	2024-01-31
2023-09-30	$1,534,549	7,195	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$1,448,925	7,205	+0.0%	Shares	Sole	2023-07-25
2023-03-31	$1,234,333	7,204	-1.5%	Shares	Sole	2023-04-20
2022-12-31	$1,148,246	7,316	-0.1%	Shares	Sole	2023-02-02
2022-09-30	$976,995	7,326	0.0%	Shares	Sole	2022-10-18
2022-06-30	$923,002	7,326	+0.0%	Shares	Sole	2022-07-25
2022-03-31	$1,111,642	7,325	+0.3%	Shares	Sole	2022-04-29
2021-09-30	$1,090,709	7,305	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,082,306	7,304	-0.1%	Shares	Sole	2021-07-21
2021-03-31	$1,010,688	7,309	-0.3%	Shares	Sole	2021-05-04
2020-12-31	$880,506	7,329	+0.7%	Shares	Sole	2021-02-01
2020-09-30	$742,778	7,280	-0.2%	Shares	Sole	2020-11-03
2020-06-30	$637,991	7,293	+0.1%	Shares	Sole	2020-07-30
2020-03-31	$566,282	7,289	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.