Concentrum Wealth Management
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Concentrum Wealth Management’s Bitwise Ethereum ETF ETHW Stock Holding History

Concentrum Wealth Management’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
Q3 		$217K Sell
11,380
-4,309
-27% -$66.8K 0.05% 126
2026
Q2 		$177K Sell
15,689
-3,387
-18% -$49.8K 0.04% 126
2026
Q1 		$286K Sell
19,076
-1,364
-7% -$23.4K 0.08% 88
2025
Q4 		$435K Buy
+20,440
New +$507K 0.12% 58

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Soltis Investment Advisors
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IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Claro Advisors
Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Concentrum Wealth Management's ETHW Position: Q3 2026 in Review

Concentrum Wealth Management reduced its Bitwise Ethereum ETF (ETHW) stake by 27% in Q3 2026, selling an estimated $66.8K and leaving 11,380 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #126.

Concentrum Wealth Management first reported a position in ETHW in Q4 2025 and has held it in 4 quarters since. The position peaked at $435K in Q4 2025. 63 funds tracked by Wall St. Rank hold ETHW as of Q3 2026.

  • Concentrum Wealth Management held 11,380 shares of Bitwise Ethereum ETF worth $217K as of Q3 2026.
  • Concentrum Wealth Management sold 4,309 Bitwise Ethereum ETF shares in Q3 2026, an estimated $66.8K.
  • Bitwise Ethereum ETF made up 0.05% of Concentrum Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Concentrum Wealth Management first reported a position in Bitwise Ethereum ETF in Q4 2025 and has held it in 4 quarters since.
  • Concentrum Wealth Management's Bitwise Ethereum ETF position peaked at $435K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.