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MFA Wealth Services’s Eaton ETN Stock Holding History

MFA Wealth Services’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 		$912K Buy
2,140
+149
+7% +$60.1K 0.54% 51
2026
Q1 		$712K Buy
1,991
+66
+3% +$23.5K 0.47% 61
2025
Q4 		$613K Buy
1,925
+65
+3% +$23K 0.41% 70
2025
Q3 		$696K Buy
1,860
+156
+9% +$56.7K 0.48% 59
2025
Q2 		$608K Buy
1,704
+28
+2% +$8.62K 0.46% 53
2025
Q1 		$455K Sell
1,676
-184
-10% -$57.3K 0.37% 68
2024
Q4 		$617K Buy
+1,860
New +$653K 0.5% 55

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

MFA Wealth Services's ETN Position: Q2 2026 in Review

MFA Wealth Services increased its Eaton (ETN) stake by 7.5% in Q2 2026, buying an estimated $60.1K and bringing the position to 2,140 shares worth $912K. The position accounts for 0.54% of the portfolio, ranked #51.

MFA Wealth Services first reported a position in ETN in Q4 2024 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • MFA Wealth Services held 2,140 shares of Eaton worth $912K as of Q2 2026.
  • MFA Wealth Services bought 149 Eaton shares in Q2 2026, an estimated $60.1K.
  • Eaton made up 0.54% of MFA Wealth Services's portfolio in Q2 2026, its #51 holding.
  • MFA Wealth Services first reported a position in Eaton in Q4 2024 and has held it in 7 quarters since.
  • 689 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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