BWA
ETHW

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

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 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. 34 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.
  • 34 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.