Great Valley Advisor Group’s iShares Ethereum Trust ETF ETHA Stock Holding History

Great Valley Advisor Group’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	–	Sell	-10,372	Closed	-$164K	–	1100
2026 Q1	$164K	Buy	10,372 +753	+8%	+$13.6K	﹤0.01%	964
2025 Q4	$216K	Buy	9,619 +2,746	+40%	+$71.8K	﹤0.01%	878
2025 Q3	$217K	Buy	+6,873	New	+$204K	﹤0.01%	869

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 72.54% 1-Year Est. Return

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

Great Valley Advisor Group's ETHA Position: Q2 2026 in Review

Great Valley Advisor Group sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 10,372 shares — an estimated $164K sold.

Great Valley Advisor Group first reported a position in ETHA in Q3 2025 and held it in 3 quarters. The position peaked at $217K in Q3 2025. 453 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Great Valley Advisor Group reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
Great Valley Advisor Group sold 10,372 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $164K.
Great Valley Advisor Group first reported a position in iShares Ethereum Trust ETF in Q3 2025 and held it in 3 quarters.
Great Valley Advisor Group's iShares Ethereum Trust ETF position peaked at $217K in Q3 2025.
453 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.