Joseph P. Lucia & Associates’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Joseph P. Lucia & Associates’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 Q4	–	Sell	-7,389	Closed	-$253K	–	175
2025 Q3	$253K	Buy	+7,389	New	+$239K	0.1%	139
2025 Q1	–	Sell	-9,004	Closed	-$252K	–	154
2024 Q4	$252K	Sell	9,004 -1,000	-10%	-$25.8K	0.11%	114
2024 Q3	$219K	Buy	+10,004	New	+$224K	0.1%	122

Other funds holding ETHE

TCI

Turner Capital Investments Austin, Texas $421K AUM

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $258M AUM 21.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Joseph P. Lucia & Associates's ETHE Position: Q4 2025 in Review

Joseph P. Lucia & Associates sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q4 2025, closing a stake of 7,389 shares — an estimated $253K sold.

Joseph P. Lucia & Associates first reported a position in ETHE in Q3 2024 and held it in 3 quarters. The position peaked at $253K in Q3 2025. 301 funds tracked by Wall St. Rank hold ETHE as of Q4 2025.

Joseph P. Lucia & Associates reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q4 2025 after selling out during the quarter.
Joseph P. Lucia & Associates sold 7,389 Grayscale Ethereum Staking ETF Shares shares in Q4 2025, an estimated $253K.
Joseph P. Lucia & Associates first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2024 and held it in 3 quarters.
Joseph P. Lucia & Associates's Grayscale Ethereum Staking ETF Shares position peaked at $253K in Q3 2025.
301 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q4 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2025, filed 28 Jan 2026.