Position in ETN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,840,193
+$486,322 QoQ
Shares Held
9,012
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#831
of 2,629 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $17,831,653 across 13 Specialty Industrial Machinery names. ETN ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
9,012 | $3,840,193 | |
| 2 | GEV |
GE Vernova Inc.
|
3,154 | $3,705,508 | |
| 3 | CMI |
Cummins Inc
|
4,375 | $3,120,293 | |
| 4 | EMR |
Emerson Electric Co
|
19,113 | $2,736,025 | |
| 5 | ROK |
Rockwell Automation, Inc
|
3,913 | $1,937,248 | |
| 6 | FLS |
Flowserve Corp
|
8,549 | $633,993 | |
| 7 | ITW |
Illinois Tool Works Inc
|
2,097 | $567,175 | |
| 8 | SYM |
Symbotic Inc.
|
6,792 | $305,300 |
All Filings in ETN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,840,193 | 9,012 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,353,871 | 9,377 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,968,513 | 9,320 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,138,834 | 8,387 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,933,386 | 8,217 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,576,614 | 5,800 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,878,716 | 5,661 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,728,459 | 5,215 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,577,470 | 5,031 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,189,122 | 3,803 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $767,974 | 3,189 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $301,151 | 1,412 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $292,198 | 1,453 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $256,838 | 1,499 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $229,460 | 1,462 | Shares | Sole | 2023-02-13 | |
| 2021-09-30 | $545,578 | 3,654 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $393,269 | 2,654 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $448,442 | 3,243 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $314,286 | 2,616 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $44,360 | 571 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||