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Athena Wealth Management’s Eaton ETN Stock Holding History

Athena Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Buy
+709
New +$286K 0.22% 82
2026
Q1 		– Sell
-631
Closed -$201K – 110
2025
Q4 		$201K Buy
+631
New +$224K 0.2% 102

Other funds holding ETN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Athena Wealth Management's ETN Position: Q2 2026 in Review

Athena Wealth Management opened a new position in Eaton (ETN) in Q2 2026: 709 shares worth $302K. The stake represents 0.22% of the portfolio and ranks #82 among its holdings. This is a return to the name: Athena Wealth Management previously reported a position in ETN as recently as Q4 2025.

Athena Wealth Management first reported a position in ETN in Q4 2025 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Athena Wealth Management held 709 shares of Eaton worth $302K as of Q2 2026.
  • Eaton was a new Athena Wealth Management position in Q2 2026.
  • Eaton made up 0.22% of Athena Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Athena Wealth Management first reported a position in Eaton in Q4 2025 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.