Capital Advisors Inc’s Bitwise Ethereum ETF ETHW Stock Holding History

Capital Advisors Inc’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 Q1	$156K	Hold	10,375	–	–	﹤0.01%	344
2025 Q4	$221K	Hold	10,375	–	–	﹤0.01%	316
2025 Q3	$309K	Hold	10,375	–	–	0.01%	252
2025 Q2	$187K	Hold	10,375	–	–	﹤0.01%	311
2025 Q1	$136K	Hold	10,375	–	–	﹤0.01%	303
2024 Q4	$249K	Hold	10,375	–	–	0.01%	273
2024 Q3	$193K	Buy	+10,375	New	+$198K	﹤0.01%	289

Other funds holding ETHW

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WWM

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Capital Advisors Inc's ETHW Position: Q1 2026 in Review

Capital Advisors Inc held its Bitwise Ethereum ETF (ETHW) position steady in Q1 2026 at 10,375 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Capital Advisors Inc first reported a position in ETHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $309K in Q3 2025. 97 funds tracked by Wall St. Rank hold ETHW as of Q1 2026.

Capital Advisors Inc held 10,375 shares of Bitwise Ethereum ETF worth $156K as of Q1 2026.
Capital Advisors Inc left its Bitwise Ethereum ETF share count unchanged in Q1 2026.
Bitwise Ethereum ETF made up ﹤0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #344 holding.
Capital Advisors Inc first reported a position in Bitwise Ethereum ETF in Q3 2024 and has held it in 7 quarters since.
Capital Advisors Inc's Bitwise Ethereum ETF position peaked at $309K in Q3 2025.
97 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.