Position in ETN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$134,148,967
+$36,365,209 QoQ
Shares Held
314,815
+15.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#112
of 2,629 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Derivatives in ETN
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$71,073
PutShares
7,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $631,413,526 across 47 Specialty Industrial Machinery names. ETN ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
153,511 | $180,353,933 | |
| 2 | ETN |
Eaton Corp plc
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|
314,815 | $134,148,967 | |
| 3 | PH |
Parker-Hannifin Corp
|
46,177 | $45,166,647 | |
| 4 | ITW |
Illinois Tool Works Inc
|
154,783 | $41,864,158 | |
| 5 | EMR |
Emerson Electric Co
|
253,353 | $36,267,481 | |
| 6 | CMI |
Cummins Inc
|
44,354 | $31,633,716 | |
| 7 | FLS |
Flowserve Corp
|
399,358 | $29,616,389 | |
| 8 | ROK |
Rockwell Automation, Inc
|
49,950 | $24,729,246 |
All Filings in ETN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,148,967 | 314,815 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $97,783,758 | 273,391 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $147,886,741 | 464,308 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $172,641,899 | 461,301 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $172,678,918 | 483,708 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $131,179,177 | 482,578 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $207,132,346 | 624,137 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $160,588,645 | 484,518 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $71,073 | 7,800 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $154,661,359 | 493,259 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $137,176,780 | 438,713 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $12,950 | 3,700 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $106,346,593 | 441,602 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $93,219,782 | 437,077 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,712,034 | 13,486 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,797,982 | 16,330 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||