Position in ETN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,019,992
+$7,676,448 QoQ
Shares Held
28,208
+132.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#457
of 2,591 holders
Holding Since
Mar 2020
25 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, 2026Integrated Wealth Concepts LLC holds $83,545,468 across 56 Specialty Industrial Machinery names. ETN ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
21,149 | $24,847,114 | |
| 2 | ETN |
Eaton Corp plc
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|
28,208 | $12,019,992 | |
| 3 | CMI |
Cummins Inc
|
12,425 | $8,861,634 | |
| 4 | ROK |
Rockwell Automation, Inc
|
16,533 | $8,185,157 | |
| 5 | ITW |
Illinois Tool Works Inc
|
21,176 | $5,727,472 | |
| 6 | PH |
Parker-Hannifin Corp
|
3,674 | $3,593,612 | |
| 7 | EMR |
Emerson Electric Co
|
21,846 | $3,127,254 | |
| 8 | AME |
Ametek Inc/
|
8,308 | $2,010,037 |
All Filings in ETN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,019,992 | 28,208 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,343,544 | 12,144 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,485,333 | 7,803 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,108,146 | 8,305 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,061,903 | 8,577 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,369,270 | 8,716 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,071,788 | 9,256 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,830,166 | 8,539 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,751,087 | 8,774 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,763,465 | 8,838 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,014,700 | 8,366 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,536,682 | 7,205 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,460,187 | 7,261 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,108,398 | 6,469 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $731,230 | 4,659 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $676,535 | 5,073 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $633,855 | 5,031 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $640,427 | 4,220 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $702,652 | 4,706 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $491,216 | 3,315 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $417,882 | 3,022 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $356,215 | 2,965 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $300,478 | 2,945 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $250,192 | 2,860 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $431,723 | 5,557 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||