KWM
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KFG Wealth Management’s Eaton ETN Stock Holding History

KFG 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 		$854K Buy
2,005
+423
+27% +$171K 0.1% 99
2026
Q1 		$566K Buy
1,582
+18
+1% +$6.41K 0.07% 124
2025
Q4 		$498K Buy
+1,564
New +$554K 0.07% 137

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

KFG Wealth Management increased its Eaton (ETN) stake by 27% in Q2 2026, buying an estimated $171K and bringing the position to 2,005 shares worth $854K. The position accounts for 0.1% of the portfolio, ranked #99.

KFG Wealth Management first reported a position in ETN in Q4 2025 and has held it in 3 quarters since. 970 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • KFG Wealth Management held 2,005 shares of Eaton worth $854K as of Q2 2026.
  • KFG Wealth Management bought 423 Eaton shares in Q2 2026, an estimated $171K.
  • Eaton made up 0.1% of KFG Wealth Management's portfolio in Q2 2026, its #99 holding.
  • KFG Wealth Management first reported a position in Eaton in Q4 2025 and has held it in 3 quarters since.
  • 970 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.