Position in ETN
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$97,783,758
-$50,102,983 QoQ
Shares Held
273,391
-41.1% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2.622242055363727.ToString("F0")%
Shared 0.ToString("F0")%
None 97.37775794463627.ToString("F0")%
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
$2,585,232
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $481,845,364 across 39 Specialty Industrial Machinery names. ETN ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
139,435 | $121,712,811 | |
| 2 | ETN |
Eaton Corp plc
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|
273,391 | $97,783,758 | |
| 3 | PH |
Parker-Hannifin Corp
|
43,222 | $38,694,063 | |
| 4 | ITW |
Illinois Tool Works Inc
|
140,131 | $36,474,697 | |
| 5 | EMR |
Emerson Electric Co
|
236,761 | $31,020,426 | |
| 6 | FLS |
Flowserve Corp
|
391,367 | $28,769,388 | |
| 7 | CMI |
Cummins Inc
|
48,526 | $26,107,958 | |
| 8 | ROK |
Rockwell Automation, Inc
|
46,184 | $16,574,513 |
All Filings in ETN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $2,585,232 | 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 | $891,034 | 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. | ||||||