Carson Wealth (CWM LLC)’s Fidelity Ethereum Fund FETH Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$356K	Buy	17,026 +1,813	+12%	+$43.3K	﹤0.01%	2273
2025 Q4	$450K	Buy	15,213 +1,631	+12%	+$56.3K	﹤0.01%	1990
2025 Q3	$564K	Buy	13,582 +13,265	+4,185%	+$520K	﹤0.01%	1717
2025 Q2	$8K	Buy	317 +56	+21%	+$1.23K	﹤0.01%	4420
2025 Q1	$5K	Buy	261 +127	+95%	+$3.34K	﹤0.01%	4504
2024 Q4	$4K	Buy	+134	New	+$4.12K	﹤0.01%	4367

Other funds holding FETH

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return

UCMOK

United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

BWM

BNC Wealth Management Beaverton, Oregon $414M AUM 55.13% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.19% 1-Year Est. Return

KPWM

KDK Private Wealth Management Houston, Texas $121M AUM 20.59% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fidelity Ethereum Fund (FETH) stake by 12% in Q1 2026, buying an estimated $43.3K and bringing the position to 17,026 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Carson Wealth (CWM LLC) first reported a position in FETH in Q4 2024 and has held it in 6 quarters since. The position peaked at $564K in Q3 2025. 122 funds tracked by Wall St. Rank hold FETH as of Q1 2026.

Carson Wealth (CWM LLC) held 17,026 shares of Fidelity Ethereum Fund worth $356K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,813 Fidelity Ethereum Fund shares in Q1 2026, an estimated $43.3K.
Fidelity Ethereum Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2273 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Ethereum Fund in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Fidelity Ethereum Fund position peaked at $564K in Q3 2025.
122 funds tracked by Wall St. Rank held Fidelity Ethereum Fund as of Q1 2026.

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