CX Institutional
ETHA icon

CX Institutional’s iShares Ethereum Trust ETF ETHA Stock Holding History

CX Institutional’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
Q3 		$14K Buy
233
+136
+140% +$6.67K ﹤0.01% 1300
2026
Q2 		$3K Buy
+97
New +$4.52K ﹤0.01% 1438
2026
Q1 		– Sell
-217
Closed -$15K – 1680
2025
Q4 		$15K Buy
+217
New +$17K ﹤0.01% 1146

Other funds holding ETHA

Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
BNC Wealth Management
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
Spectrum Strategic Capital Management
Spectrum Strategic Capital Management Corvallis, Oregon $203M AUM 20.13% 1-Year Est. Return
Corecam Pte Ltd
Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return
Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
LCM Capital Management
LCM Capital Management Chicago, Illinois $235M AUM 25.56% 1-Year Est. Return

CX Institutional's ETHA Position: Q3 2026 in Review

CX Institutional increased its iShares Ethereum Trust ETF (ETHA) stake by 140% in Q3 2026, buying an estimated $6.67K and bringing the position to 233 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

CX Institutional first reported a position in ETHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $15K in Q4 2025. 116 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

  • CX Institutional held 233 shares of iShares Ethereum Trust ETF worth $14K as of Q3 2026.
  • CX Institutional bought 136 iShares Ethereum Trust ETF shares in Q3 2026, an estimated $6.67K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1300 holding.
  • CX Institutional first reported a position in iShares Ethereum Trust ETF in Q4 2025 and has held it in 3 quarters since.
  • CX Institutional's iShares Ethereum Trust ETF position peaked at $15K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.