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Capital Advisors Wealth Management’s Ethan Allen Interiors ETD Stock Holding History

Capital Advisors Wealth Management’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,322
Closed -$216K – 221
2025
Q3 		$216K Buy
+7,322
New +$216K 0.03% 204

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Advisors Wealth Management's ETD Position: Q4 2025 in Review

Capital Advisors Wealth Management sold out of Ethan Allen Interiors (ETD) in Q4 2025, closing a stake of 7,322 shares — an estimated $216K sold.

Capital Advisors Wealth Management first reported a position in ETD in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 203 funds tracked by Wall St. Rank hold ETD as of Q4 2025.

  • Capital Advisors Wealth Management reported no remaining Ethan Allen Interiors position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 7,322 Ethan Allen Interiors shares in Q4 2025, an estimated $216K.
  • Capital Advisors Wealth Management first reported a position in Ethan Allen Interiors in Q3 2025 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Ethan Allen Interiors position peaked at $216K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.