Instrumental Wealth
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Instrumental Wealth’s Grayscale Ethereum Staking Mini ETF Shares ETH Stock Holding History

Instrumental Wealth’s Portfolio ETH Stock Details ETH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$644K Buy
25,271
+3,186
+14% +$65.8K 0.31% 34
2026
Q2 		$332K Buy
22,085
+6,960
+46% +$136K 0.17% 57
2026
Q1 		$300K Buy
15,125
+3,075
+26% +$69.7K 0.18% 48
2025
Q4 		$231K Buy
+12,050
New +$393K 0.14% 62

Other funds holding ETH

Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
Rye Brook Capital
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
Aries Wealth Management
Aries Wealth Management Portland, Maine $519M AUM 19.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Rede Wealth
Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Miller Global Investments
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Instrumental Wealth's ETH Position: Q3 2026 in Review

Instrumental Wealth increased its Grayscale Ethereum Staking Mini ETF Shares (ETH) stake by 14% in Q3 2026, buying an estimated $65.8K and bringing the position to 25,271 shares worth $644K. The position accounts for 0.31% of the portfolio, ranked #34.

Instrumental Wealth first reported a position in ETH in Q4 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold ETH as of Q3 2026.

  • Instrumental Wealth held 25,271 shares of Grayscale Ethereum Staking Mini ETF Shares worth $644K as of Q3 2026.
  • Instrumental Wealth bought 3,186 Grayscale Ethereum Staking Mini ETF Shares shares in Q3 2026, an estimated $65.8K.
  • Grayscale Ethereum Staking Mini ETF Shares made up 0.31% of Instrumental Wealth's portfolio in Q3 2026, its #34 holding.
  • Instrumental Wealth first reported a position in Grayscale Ethereum Staking Mini ETF Shares in Q4 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Grayscale Ethereum Staking Mini ETF Shares as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.