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 Q2	$630K	Buy	53,006 +11,269	+27%	+$175K	﹤0.01%	2160
2026 Q1	$661K	Buy	41,737 +5,000	+14%	+$90.4K	﹤0.01%	2016
2025 Q4	$824K	Buy	36,737 +976	+3%	+$25.5K	﹤0.01%	1793
2025 Q3	$1.13M	Buy	35,761 +22,436	+168%	+$666K	0.01%	1503
2025 Q2	$254K	Buy	13,325 +1,377	+12%	+$22.9K	﹤0.01%	2484
2025 Q1	$165K	Buy	+11,948	New	+$238K	﹤0.01%	2516

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

Kestra Advisory Services's ETHA Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Ethereum Trust ETF (ETHA) stake by 27% in Q2 2026, buying an estimated $175K and bringing the position to 53,006 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Kestra Advisory Services first reported a position in ETHA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2025. 458 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Kestra Advisory Services held 53,006 shares of iShares Ethereum Trust ETF worth $630K as of Q2 2026.
Kestra Advisory Services bought 11,269 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $175K.
iShares Ethereum Trust ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2160 holding.
Kestra Advisory Services first reported a position in iShares Ethereum Trust ETF in Q1 2025 and has held it in 6 quarters since.
Kestra Advisory Services's iShares Ethereum Trust ETF position peaked at $1.13M in Q3 2025.
458 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.