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Lantz Financial’s Eaton ETN Stock Holding History

Lantz Financial’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 		$354K Buy
830
+21
+3% +$8.47K 0.06% 205
2026
Q1 		$289K Buy
809
+33
+4% +$11.7K 0.06% 211
2025
Q4 		$247K Sell
776
-133
-15% -$47.1K 0.05% 229
2025
Q3 		$340K Buy
909
+96
+12% +$34.9K 0.08% 194
2025
Q2 		$290K Buy
+813
New +$250K 0.07% 184
2025
Q1 		– Sell
-659
Closed -$219K – 224
2024
Q4 		$219K Buy
659
+30
+5% +$10.5K 0.06% 212
2024
Q3 		$208K Buy
+629
New +$192K 0.06% 215

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Lantz Financial's ETN Position: Q2 2026 in Review

Lantz Financial increased its Eaton (ETN) stake by 2.6% in Q2 2026, buying an estimated $8.47K and bringing the position to 830 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #205.

Lantz Financial first reported a position in ETN in Q3 2024 and has held it in 7 quarters since. 959 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Lantz Financial held 830 shares of Eaton worth $354K as of Q2 2026.
  • Lantz Financial bought 21 Eaton shares in Q2 2026, an estimated $8.47K.
  • Eaton made up 0.06% of Lantz Financial's portfolio in Q2 2026, its #205 holding.
  • Lantz Financial first reported a position in Eaton in Q3 2024 and has held it in 7 quarters since.
  • 959 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.