Carson Wealth (CWM LLC)’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$83.8K	Sell	4,911 -205	-4%	-$4.01K	﹤0.01%	3416
2025 Q4	$125K	Sell	5,116 -792	-13%	-$22.5K	﹤0.01%	2904
2025 Q3	$202K	Buy	5,908 +1,898	+47%	+$61.4K	﹤0.01%	2436
2025 Q2	$84K	Sell	4,010 -11,917	-75%	-$217K	﹤0.01%	2874
2025 Q1	$242K	Buy	15,927 +13,762	+636%	+$303K	﹤0.01%	1805
2024 Q4	$61K	Sell	2,165 -2,368	-52%	-$61.2K	﹤0.01%	2653
2024 Q3	$99K	Buy	+4,533	New	+$102K	﹤0.01%	2199

Other funds holding ETHE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETHE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Grayscale Ethereum Staking ETF Shares (ETHE) stake by 4% in Q1 2026, selling an estimated $4.01K and leaving 4,911 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3416.

Carson Wealth (CWM LLC) first reported a position in ETHE in Q3 2024 and has held it in 7 quarters since. The position peaked at $242K in Q1 2025. 263 funds tracked by Wall St. Rank hold ETHE as of Q1 2026.

Carson Wealth (CWM LLC) held 4,911 shares of Grayscale Ethereum Staking ETF Shares worth $83.8K as of Q1 2026.
Carson Wealth (CWM LLC) sold 205 Grayscale Ethereum Staking ETF Shares shares in Q1 2026, an estimated $4.01K.
Grayscale Ethereum Staking ETF Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3416 holding.
Carson Wealth (CWM LLC) first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and has held it in 7 quarters since.
Carson Wealth (CWM LLC)'s Grayscale Ethereum Staking ETF Shares position peaked at $242K in Q1 2025.
263 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.