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

Avior 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 Q2	$178K	Sell	14,975 -462	-3%	-$7.17K	﹤0.01%	768
2026 Q1	$244K	Buy	15,437 +800	+5%	+$14.5K	0.01%	743
2025 Q4	$328K	Sell	14,637 -273	-2%	-$7.14K	0.01%	583
2025 Q3	$470K	Buy	14,910 +1,140	+8%	+$33.8K	0.02%	458
2025 Q2	$263K	Sell	13,770 -54	-0.4%	-$898	0.01%	602
2025 Q1	$191K	Buy	13,824 +13,263	+2,364%	+$264K	0.01%	664
2024 Q4	$14.2K	Buy	+561	New	+$13.1K	﹤0.01%	1512

Other funds holding ETHA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Avior Wealth Management's ETHA Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares Ethereum Trust ETF (ETHA) stake by 3% in Q2 2026, selling an estimated $7.17K and leaving 14,975 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Avior Wealth Management first reported a position in ETHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Avior Wealth Management held 14,975 shares of iShares Ethereum Trust ETF worth $178K as of Q2 2026.
Avior Wealth Management sold 462 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $7.17K.
iShares Ethereum Trust ETF made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #768 holding.
Avior Wealth Management first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 7 quarters since.
Avior Wealth Management's iShares Ethereum Trust ETF position peaked at $470K in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.