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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AE Wealth Management sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q1 2026, closing a stake of 9,349 shares — an estimated $228K sold.

AE Wealth Management first reported a position in ETHE in Q3 2024 and held it in 6 quarters. The position peaked at $374K in Q3 2025. 261 funds tracked by Wall St. Rank hold ETHE as of Q1 2026.

AE Wealth Management reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 9,349 Grayscale Ethereum Staking ETF Shares shares in Q1 2026, an estimated $228K.
AE Wealth Management first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and held it in 6 quarters.
AE Wealth Management's Grayscale Ethereum Staking ETF Shares position peaked at $374K in Q3 2025.
261 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2026.

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