Position in ETN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$599,124
+$123,781 QoQ
Shares Held
1,406
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,677
of 2,629 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $1,966,661 across 2 Specialty Industrial Machinery names. ETN ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
1,164 | $1,367,537 | |
| 2 | ETN |
Eaton Corp plc
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|
1,406 | $599,124 |
All Filings in ETN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,124 | 1,406 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $475,343 | 1,329 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $421,707 | 1,324 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $476,794 | 1,274 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $453,734 | 1,271 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $342,777 | 1,261 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $418,156 | 1,260 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $413,637 | 1,248 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $391,310 | 1,248 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $390,224 | 1,248 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $300,543 | 1,248 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $266,173 | 1,248 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $250,972 | 1,248 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $213,832 | 1,248 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||