Copia Wealth Management’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Copia Wealth Management’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 Q2	$38.8K	Sell	3,041 -13	-0.4%	-$217	0.02%	237
2026 Q1	$52.1K	Sell	3,054 -1,097	-26%	-$21.4K	0.04%	199
2025 Q4	$101K	Sell	4,151 -862	-17%	-$24.5K	0.07%	142
2025 Q3	$172K	Buy	5,013 +195	+4%	+$6.31K	0.13%	103
2025 Q2	$101K	Sell	4,818 -32	-0.7%	-$584	0.08%	127
2025 Q1	$73.8K	Sell	4,850 -1,268	-21%	-$27.9K	0.07%	134
2024 Q4	$171K	Buy	+6,118	New	+$158K	0.16%	88

Other funds holding ETHE

SOMRS

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IAN

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

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PPW

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

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

Copia Wealth Management reduced its Grayscale Ethereum Staking ETF Shares (ETHE) stake by 0.43% in Q2 2026, selling an estimated $217 and leaving 3,041 shares worth $38.8K. The position accounts for 0.02% of the portfolio, ranked #237.

Copia Wealth Management first reported a position in ETHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $172K in Q3 2025. 254 funds tracked by Wall St. Rank hold ETHE as of Q2 2026.

Copia Wealth Management held 3,041 shares of Grayscale Ethereum Staking ETF Shares worth $38.8K as of Q2 2026.
Copia Wealth Management sold 13 Grayscale Ethereum Staking ETF Shares shares in Q2 2026, an estimated $217.
Grayscale Ethereum Staking ETF Shares made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #237 holding.
Copia Wealth Management first reported a position in Grayscale Ethereum Staking ETF Shares in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Grayscale Ethereum Staking ETF Shares position peaked at $172K in Q3 2025.
254 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q2 2026.

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