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 Q3	$332K	Buy	5,505 +513	+10%	+$25.2K	0.01%	633
2026 Q2	$178K	Sell	4,992 -154	-3%	-$7.17K	﹤0.01%	768
2026 Q1	$244K	Buy	5,146 +267	+5%	+$14.5K	0.01%	743
2025 Q4	$328K	Sell	4,879 -91	-2%	-$7.14K	0.01%	583
2025 Q3	$470K	Buy	4,970 +380	+8%	+$33.8K	0.02%	458
2025 Q2	$263K	Sell	4,590 -18	-0.4%	-$898	0.01%	602
2025 Q1	$191K	Buy	4,608 +4,421	+2,364%	+$264K	0.01%	664
2024 Q4	$14.2K	Buy	+187	New	+$13.1K	﹤0.01%	1512

Other funds holding ETHA

TAM

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

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Emerald Advisors Bellevue, Washington $781M AUM 4.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management's ETHA Position: Q3 2026 in Review

Avior Wealth Management increased its iShares Ethereum Trust ETF (ETHA) stake by 10% in Q3 2026, buying an estimated $25.2K and bringing the position to 5,505 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #633.

Avior Wealth Management first reported a position in ETHA in Q4 2024 and has held it in 8 quarters since. The position peaked at $470K in Q3 2025. 38 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

Avior Wealth Management held 5,505 shares of iShares Ethereum Trust ETF worth $332K as of Q3 2026.
Avior Wealth Management bought 513 iShares Ethereum Trust ETF shares in Q3 2026, an estimated $25.2K.
iShares Ethereum Trust ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #633 holding.
Avior Wealth Management first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 8 quarters since.
Avior Wealth Management's iShares Ethereum Trust ETF position peaked at $470K in Q3 2025.
38 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.