AE Wealth Management’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

AE Wealth Management’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$170K	Buy	+13,351	New	+$223K	﹤0.01%	1765
2026 Q1	–	Sell	-9,349	Closed	-$228K	–	2728
2025 Q4	$228K	Sell	9,349 -1,559	-14%	-$44.3K	﹤0.01%	1455
2025 Q3	$374K	Buy	10,908 +1,154	+12%	+$37.4K	﹤0.01%	1092
2025 Q2	$203K	Sell	9,754 -2,509	-20%	-$45.8K	﹤0.01%	1305
2025 Q1	$187K	Buy	12,263 +3,368	+38%	+$74.1K	﹤0.01%	1297
2024 Q4	$249K	Sell	8,895 -671	-7%	-$17.3K	﹤0.01%	1178
2024 Q3	$209K	Buy	+9,566	New	+$215K	﹤0.01%	1163

Other funds holding ETHE

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

AE Wealth Management's ETHE Position: Q2 2026 in Review

AE Wealth Management opened a new position in Grayscale Ethereum Staking ETF Shares (ETHE) in Q2 2026: 13,351 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #1765 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in ETHE as recently as Q4 2025.

AE Wealth Management first reported a position in ETHE in Q3 2024 and has held it in 7 quarters since. The position peaked at $374K in Q3 2025. 257 funds tracked by Wall St. Rank hold ETHE as of Q2 2026.

AE Wealth Management held 13,351 shares of Grayscale Ethereum Staking ETF Shares worth $170K as of Q2 2026.
Grayscale Ethereum Staking ETF Shares was a new AE Wealth Management position in Q2 2026.
Grayscale Ethereum Staking ETF Shares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1765 holding.
AE Wealth Management first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and has held it in 7 quarters since.
AE Wealth Management's Grayscale Ethereum Staking ETF Shares position peaked at $374K in Q3 2025.
257 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.