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Kerntke Otto McGlone Wealth Management Group’s Eaton ETN Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$332K Buy
780
+119
+18% +$48K 0.2% 69
2026
Q1 		$236K Buy
661
+32
+5% +$11.4K 0.16% 80
2025
Q4 		$200K Buy
629
+27
+4% +$9.57K 0.14% 85
2025
Q3 		$225K Buy
602
+8
+1% +$2.91K 0.17% 76
2025
Q2 		$212K Buy
+594
New +$183K 0.17% 82

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 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

Kerntke Otto McGlone Wealth Management Group's ETN Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Eaton (ETN) stake by 18% in Q2 2026, buying an estimated $48K and bringing the position to 780 shares worth $332K. The position accounts for 0.2% of the portfolio, ranked #69.

Kerntke Otto McGlone Wealth Management Group first reported a position in ETN in Q2 2025 and has held it in 5 quarters since. 882 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 780 shares of Eaton worth $332K as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 119 Eaton shares in Q2 2026, an estimated $48K.
  • Eaton made up 0.2% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #69 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Eaton in Q2 2025 and has held it in 5 quarters since.
  • 882 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.