RWB
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RMR Wealth Builders’s Eaton ETN Stock Holding History

RMR Wealth Builders’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 		$530K Buy
1,244
+92
+8% +$37.1K 0.03% 189
2026
Q1 		$412K Sell
1,152
-254
-18% -$90.4K 0.03% 196
2025
Q4 		$448K Buy
1,406
+239
+20% +$84.7K 0.04% 185
2025
Q3 		$437K Sell
1,167
-271
-19% -$98.6K 0.04% 185
2025
Q2 		$513K Sell
1,438
-89
-6% -$27.4K 0.05% 164
2025
Q1 		$415K Sell
1,527
-40
-3% -$12.5K 0.04% 170
2024
Q4 		$520K Sell
1,567
-141
-8% -$49.5K 0.05% 152
2024
Q3 		$566K Buy
1,708
+405
+31% +$124K 0.06% 142
2024
Q2 		$409K Sell
1,303
-137
-10% -$44.2K 0.05% 166
2024
Q1 		$450K Buy
+1,440
New +$394K 0.05% 160

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

RMR Wealth Builders's ETN Position: Q2 2026 in Review

RMR Wealth Builders increased its Eaton (ETN) stake by 8% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,244 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #189.

RMR Wealth Builders first reported a position in ETN in Q1 2024 and has held it in 10 quarters since. The position peaked at $566K in Q3 2024. 960 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • RMR Wealth Builders held 1,244 shares of Eaton worth $530K as of Q2 2026.
  • RMR Wealth Builders bought 92 Eaton shares in Q2 2026, an estimated $37.1K.
  • Eaton made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #189 holding.
  • RMR Wealth Builders first reported a position in Eaton in Q1 2024 and has held it in 10 quarters since.
  • RMR Wealth Builders's Eaton position peaked at $566K in Q3 2024.
  • 960 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.