AAS
ETHE

Avantax Advisory Services’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$625K Sell
29,955
-42,945
-59% -$783K ﹤0.01% 1458
2025
Q1 		$1.11M Buy
72,900
+43,018
+144% +$946K 0.01% 1031
2024
Q4 		$837K Sell
29,882
-1,055
-3% -$27.3K 0.01% 1129
2024
Q3 		$677K Buy
+30,937
New +$694K ﹤0.01% 1226

Other funds holding ETHE

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

Avantax Advisory Services's ETHE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Grayscale Ethereum Staking ETF Shares (ETHE) stake by 59% in Q2 2025, selling an estimated $783K and leaving 29,955 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Avantax Advisory Services first reported a position in ETHE in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q1 2025. 288 funds tracked by Wall St. Rank hold ETHE as of Q2 2025.

  • Avantax Advisory Services held 29,955 shares of Grayscale Ethereum Staking ETF Shares worth $625K as of Q2 2025.
  • Avantax Advisory Services sold 42,945 Grayscale Ethereum Staking ETF Shares shares in Q2 2025, an estimated $783K.
  • Grayscale Ethereum Staking ETF Shares made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1458 holding.
  • Avantax Advisory Services first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's Grayscale Ethereum Staking ETF Shares position peaked at $1.11M in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.