Position in ETN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,989,439
+$744,970 QoQ
Shares Held
11,709
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.62%
of 13F equity value
Holder Rank
#749
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)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Phoenix Wealth Advisors holds $7,700,350 across 2 Specialty Industrial Machinery names. ETN ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
This page
|
11,709 | $4,989,439 | |
| 2 | CMI |
Cummins Inc
|
3,801 | $2,710,911 |
All Filings in ETN
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,989,439 | 11,709 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,244,469 | 11,867 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,903,658 | 12,256 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,617,870 | 12,339 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,303,871 | 12,056 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,404,942 | 12,526 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,257,228 | 12,828 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,348,824 | 13,121 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,279,330 | 13,648 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,163,910 | 16,515 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $4,531,509 | 18,817 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,195,857 | 19,673 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,934,722 | 19,566 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,638,233 | 21,234 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,467,653 | 22,094 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,914,449 | 21,854 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,724,155 | 21,622 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,250,092 | 21,416 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $3,160,892 | 21,170 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,128,820 | 21,115 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,970,392 | 21,481 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,806,590 | 23,361 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||