Kestra Advisory Services
ETHA icon

Kestra Advisory Services’s iShares Ethereum Trust ETF ETHA Stock Holding History

Kestra Advisory Services’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 		$980K Sell
16,229
-1,440
-8% -$70.6K ﹤0.01% 1984
2026
Q2 		$630K Buy
17,669
+3,757
+27% +$175K ﹤0.01% 2160
2026
Q1 		$661K Buy
13,912
+1,666
+14% +$90.4K ﹤0.01% 2016
2025
Q4 		$824K Buy
12,246
+326
+3% +$25.6K ﹤0.01% 1793
2025
Q3 		$1.13M Buy
11,920
+7,478
+168% +$666K 0.01% 1503
2025
Q2 		$254K Buy
4,442
+459
+12% +$22.9K ﹤0.01% 2484
2025
Q1 		$165K Buy
+3,983
New +$238K ﹤0.01% 2516

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sterling Investment Advisors (Missouri)
Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Kestra Advisory Services's ETHA Position: Q3 2026 in Review

Kestra Advisory Services reduced its iShares Ethereum Trust ETF (ETHA) stake by 8.1% in Q3 2026, selling an estimated $70.6K and leaving 16,229 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Kestra Advisory Services first reported a position in ETHA in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 292 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

  • Kestra Advisory Services held 16,229 shares of iShares Ethereum Trust ETF worth $980K as of Q3 2026.
  • Kestra Advisory Services sold 1,440 iShares Ethereum Trust ETF shares in Q3 2026, an estimated $70.6K.
  • iShares Ethereum Trust ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1984 holding.
  • Kestra Advisory Services first reported a position in iShares Ethereum Trust ETF in Q1 2025 and has held it in 7 quarters since.
  • Kestra Advisory Services's iShares Ethereum Trust ETF position peaked at $1.13M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.