AWM
ETHA

AE Wealth Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

AE Wealth Management’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Sell
17,029
-4,107
-19% -$74.3K ﹤0.01% 1448
2025
Q4 		$474K Buy
21,136
+13,170
+165% +$344K ﹤0.01% 1075
2025
Q3 		$251K Buy
+7,966
New +$236K ﹤0.01% 1273

Other funds holding ETHA

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return

AE Wealth Management's ETHA Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Ethereum Trust ETF (ETHA) stake by 19% in Q1 2026, selling an estimated $74.3K and leaving 17,029 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

AE Wealth Management first reported a position in ETHA in Q3 2025 and has held it in 3 quarters since. The position peaked at $474K in Q4 2025. 486 funds tracked by Wall St. Rank hold ETHA as of Q1 2026.

  • AE Wealth Management held 17,029 shares of iShares Ethereum Trust ETF worth $270K as of Q1 2026.
  • AE Wealth Management sold 4,107 iShares Ethereum Trust ETF shares in Q1 2026, an estimated $74.3K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1448 holding.
  • AE Wealth Management first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's iShares Ethereum Trust ETF position peaked at $474K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.