Copia Wealth Management’s iShares Ethereum Trust ETF ETHA Stock Holding History

Copia 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	$195K	Buy	5,460 +1,194	+28%	+$55.6K	0.12%	113
2026 Q1	$203K	Buy	4,266 +570	+15%	+$30.9K	0.14%	106
2025 Q4	$249K	Buy	3,696 +814	+28%	+$63.9K	0.18%	88
2025 Q3	$272K	Buy	2,882 +1,071	+59%	+$95.3K	0.2%	84
2025 Q2	$104K	Buy	1,811 +593	+49%	+$29.6K	0.09%	123
2025 Q1	$50.5K	Buy	1,218 +678	+126%	+$40.5K	0.05%	156
2024 Q4	$40.9K	Buy	+540	New	+$37.8K	0.04%	158

Other funds holding ETHA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Copia Wealth Management's ETHA Position: Q2 2026 in Review

Copia Wealth Management increased its iShares Ethereum Trust ETF (ETHA) stake by 28% in Q2 2026, buying an estimated $55.6K and bringing the position to 5,460 shares worth $195K. The position accounts for 0.12% of the portfolio, ranked #113.

Copia Wealth Management first reported a position in ETHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q3 2025. 463 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Copia Wealth Management held 5,460 shares of iShares Ethereum Trust ETF worth $195K as of Q2 2026.
Copia Wealth Management bought 1,194 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $55.6K.
iShares Ethereum Trust ETF made up 0.12% of Copia Wealth Management's portfolio in Q2 2026, its #113 holding.
Copia Wealth Management first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares Ethereum Trust ETF position peaked at $272K in Q3 2025.
463 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.