Position in ETN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,712,461
+$1,597,156 QoQ
Shares Held
11,059
+27.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#764
of 2,629 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Derivatives in ETN
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$464,971
PutShares
1,300
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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. ETN ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
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|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
|
12,596 | $1,032,746 |
All Filings in ETN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,712,461 | 11,059 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $464,971 | 1,300 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $3,115,305 | 8,710 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $509,616 | 1,600 | Put | Sole | 2026-02-05 | |
| 2025-12-31 | $3,803,009 | 11,940 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,843,917 | 12,943 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $598,800 | 1,600 | Put | Sole | 2025-11-04 | |
| 2025-06-30 | $571,184 | 1,600 | Put | Sole | 2025-08-05 | |
| 2025-06-30 | $4,730,117 | 13,250 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,674,326 | 13,517 | Shares | Sole | 2025-04-17 | |
| 2025-03-31 | $489,294 | 1,800 | Put | Sole | 2025-04-17 | |
| 2024-12-31 | $1,664,991 | 5,017 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,590,580 | 4,799 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,420,381 | 4,530 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,337,956 | 4,279 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,036,970 | 4,306 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $840,323 | 3,940 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $835,771 | 4,156 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $679,534 | 3,966 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $617,127 | 3,932 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $289,657 | 2,172 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $270,626 | 2,148 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $312,929 | 2,062 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $290,855 | 1,948 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $286,580 | 1,934 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $255,264 | 1,846 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $222,979 | 1,856 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||