TWM
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Tanager Wealth Management’s Eaton ETN Stock Holding History

Tanager 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 		$258K Buy
606
+31
+5% +$12.5K 0.02% 136
2026
Q1 		$206K Buy
+575
New +$205K 0.02% 140
2025
Q4 		– Sell
-568
Closed -$213K – 139
2025
Q3 		$213K Sell
568
-2
-0.4% -$727 0.02% 126
2025
Q2 		$203K Buy
+570
New +$176K 0.02% 119

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

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

Tanager Wealth Management increased its Eaton (ETN) stake by 5.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 606 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #136.

Tanager Wealth Management first reported a position in ETN in Q2 2025 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • Tanager Wealth Management held 606 shares of Eaton worth $258K as of Q2 2026.
  • Tanager Wealth Management bought 31 Eaton shares in Q2 2026, an estimated $12.5K.
  • Eaton made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Tanager Wealth Management first reported a position in Eaton in Q2 2025 and has held it in 4 quarters since.
  • 916 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

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