MWM
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Mattern Wealth Management’s Eaton ETN Stock Holding History

Mattern 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 		$256K Hold
600
– – 0.04% 161
2026
Q1 		$215K Buy
+600
New +$214K 0.04% 148
2025
Q4 		– Sell
-600
Closed -$225K – 157
2025
Q3 		$225K Hold
600
– – 0.04% 144
2025
Q2 		$214K Buy
+600
New +$185K 0.04% 149

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

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

Mattern Wealth Management held its Eaton (ETN) position steady in Q2 2026 at 600 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #161.

Mattern Wealth Management first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Mattern Wealth Management held 600 shares of Eaton worth $256K as of Q2 2026.
  • Mattern Wealth Management left its Eaton share count unchanged in Q2 2026.
  • Eaton made up 0.04% of Mattern Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Mattern Wealth Management first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 891 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.