PWMAI
ETHE

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q1 		– Sell
-60
Closed -$1.68K – 526
2024
Q4 		$1.68K Hold
60
– – ﹤0.01% 427
2024
Q3 		$1.31K Buy
+60
New +$1.34K ﹤0.01% 336

Other funds holding ETHE

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ROC
Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ETHE Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q1 2025, closing a stake of 60 shares — an estimated $1.68K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ETHE in Q3 2024 and held it in 2 quarters. The position peaked at $1.68K in Q4 2024. 284 funds tracked by Wall St. Rank hold ETHE as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 60 Grayscale Ethereum Staking ETF Shares shares in Q1 2025, an estimated $1.68K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Grayscale Ethereum Staking ETF Shares position peaked at $1.68K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.