Beam Wealth Advisors’s Bitwise Ethereum ETF ETHW Stock Holding History

Beam Wealth Advisors’s Portfolio ETHW Stock Details ETHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38M	Sell	210,929 -5,747	-3%	-$84.6K	0.52%	46
2026 Q1	$3.25M	Buy	216,676 +21,259	+11%	+$365K	0.81%	33
2025 Q4	$4.16M	Buy	195,417 +12,227	+7%	+$303K	1.14%	18
2025 Q3	$5.46M	Buy	183,190 +15,060	+9%	+$423K	1.49%	15
2025 Q2	$3.04M	Buy	168,130 +11,926	+8%	+$188K	0.91%	26
2025 Q1	$2.05M	Buy	156,204 +4,821	+3%	+$91K	0.69%	38
2024 Q4	$3.63M	Buy	151,383 +64,245	+74%	+$1.42M	1.15%	23
2024 Q3	$1.62M	Buy	+87,138	New	+$1.66M	0.49%	43

Other funds holding ETHW

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Beam Wealth Advisors's ETHW Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Bitwise Ethereum ETF (ETHW) stake by 2.7% in Q2 2026, selling an estimated $84.6K and leaving 210,929 shares worth $2.38M. The position accounts for 0.52% of the portfolio, ranked #46.

Beam Wealth Advisors first reported a position in ETHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.46M in Q3 2025. 89 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

Beam Wealth Advisors held 210,929 shares of Bitwise Ethereum ETF worth $2.38M as of Q2 2026.
Beam Wealth Advisors sold 5,747 Bitwise Ethereum ETF shares in Q2 2026, an estimated $84.6K.
Bitwise Ethereum ETF made up 0.52% of Beam Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Beam Wealth Advisors first reported a position in Bitwise Ethereum ETF in Q3 2024 and has held it in 8 quarters since.
Beam Wealth Advisors's Bitwise Ethereum ETF position peaked at $5.46M in Q3 2025.
89 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.