Invera Wealth Advisors, LLC

Position in ETN — Eaton Corp plc

CIK 1976780 BEND, OR

Position in ETN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,269,411

-$10,332 QoQ

Shares Held

2,979

-16.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#1,288

of 2,629 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Invera Wealth Advisors, LLC holds $6,470,715 across 4 Specialty Industrial Machinery names. ETN ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	3,578	$2,551,865
2	GEV	GE Vernova Inc.	2,022	$2,375,566
3	ETN	Eaton Corp plc This page	2,979	$1,269,411
4	PH	Parker-Hannifin Corp	280	$273,873

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,269,411	2,979	-16.7%	Shares	Sole	2026-07-29
2026-03-31	$1,279,743	3,578	-4.9%	Shares	Sole	2026-04-22
2025-12-31	$1,197,916	3,761	-3.8%	Shares	Sole	2026-01-23
2025-09-30	$1,462,943	3,909	-1.7%	Shares	Sole	2025-10-29
2025-06-30	$1,420,106	3,978	-0.4%	Shares	Sole	2025-10-29
2025-03-31	$1,085,689	3,994	-21.8%	Shares	Sole	2025-10-29
2024-03-31	$1,596,231	5,105	-7.4%	Shares	Sole	2024-04-22
2023-12-31	$1,327,881	5,514	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.