Beam Wealth Advisors’s Fidelity Ethereum Fund FETH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	87,964 +866	+1%	+$17.7K	0.31%	63
2026 Q1	$1.82M	Buy	87,098 +4,649	+6%	+$111K	0.45%	51
2025 Q4	$2.44M	Buy	82,449 +8,932	+12%	+$308K	0.67%	41
2025 Q3	$3.05M	Buy	73,517 +37,616	+105%	+$1.47M	0.83%	32
2025 Q2	$904K	Buy	+35,901	New	+$788K	0.27%	78

Other funds holding FETH

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Beam Wealth Advisors increased its Fidelity Ethereum Fund (FETH) stake by 0.99% in Q2 2026, buying an estimated $17.7K and bringing the position to 87,964 shares worth $1.38M. The position accounts for 0.31% of the portfolio, ranked #63.

Beam Wealth Advisors first reported a position in FETH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.05M in Q3 2025. 44 funds tracked by Wall St. Rank hold FETH as of Q2 2026.

Beam Wealth Advisors held 87,964 shares of Fidelity Ethereum Fund worth $1.38M as of Q2 2026.
Beam Wealth Advisors bought 866 Fidelity Ethereum Fund shares in Q2 2026, an estimated $17.7K.
Fidelity Ethereum Fund made up 0.31% of Beam Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Beam Wealth Advisors first reported a position in Fidelity Ethereum Fund in Q2 2025 and has held it in 5 quarters since.
Beam Wealth Advisors's Fidelity Ethereum Fund position peaked at $3.05M in Q3 2025.
44 funds tracked by Wall St. Rank held Fidelity Ethereum Fund as of Q2 2026.

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