CCWM
ETHA

Cassaday & Co Wealth Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

Cassaday & Co Wealth Management’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-567
Closed -$8.98K – 1444
2026
Q1 		$8.98K Buy
+567
New +$10.3K ﹤0.01% 893

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Cassaday & Co Wealth Management's ETHA Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 567 shares — an estimated $8.98K sold.

Cassaday & Co Wealth Management first reported a position in ETHA in Q1 2026 and held it in 1 quarter. The position peaked at $8.98K in Q1 2026. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 567 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $8.98K.
  • Cassaday & Co Wealth Management first reported a position in iShares Ethereum Trust ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares Ethereum Trust ETF position peaked at $8.98K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.