Creative Planning’s iShares Ethereum Trust ETF ETHA Stock Holding History

Creative Planning’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	$1.06M	Sell	29,585 -6,524	-18%	-$304K	﹤0.01%	2598
2026 Q1	$1.71M	Sell	36,109 -1,101	-3%	-$59.7K	﹤0.01%	2025
2025 Q4	$2.5M	Buy	37,210 +7,446	+25%	+$584K	﹤0.01%	1537
2025 Q3	$2.81M	Buy	29,764 +11,917	+67%	+$1.06M	﹤0.01%	1274
2025 Q2	$1.02M	Buy	17,847 +2,780	+18%	+$139K	﹤0.01%	1829
2025 Q1	$625K	Buy	15,067 +2,847	+23%	+$170K	﹤0.01%	2094
2024 Q4	$927K	Buy	12,220 +5,112	+72%	+$357K	﹤0.01%	1698
2024 Q3	$419K	Buy	+7,108	New	+$429K	﹤0.01%	2261

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 $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Creative Planning's ETHA Position: Q2 2026 in Review

Creative Planning reduced its iShares Ethereum Trust ETF (ETHA) stake by 18% in Q2 2026, selling an estimated $304K and leaving 29,585 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Creative Planning first reported a position in ETHA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.81M in Q3 2025. 461 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Creative Planning held 29,585 shares of iShares Ethereum Trust ETF worth $1.06M as of Q2 2026.
Creative Planning sold 6,524 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $304K.
iShares Ethereum Trust ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2598 holding.
Creative Planning first reported a position in iShares Ethereum Trust ETF in Q3 2024 and has held it in 8 quarters since.
Creative Planning's iShares Ethereum Trust ETF position peaked at $2.81M in Q3 2025.
461 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.