Legacy Capital Wealth Partners’s iShares Ethereum Trust ETF ETHA Stock Holding History

Legacy Capital Wealth Partners’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	-10,278	Closed	-$488K	–	427
2026 Q1	$488K	Buy	10,278 +174	+2%	+$9.44K	0.1%	213
2025 Q4	$680K	Buy	10,104 +4,667	+86%	+$366K	0.15%	151
2025 Q3	$514K	Buy	+5,437	New	+$484K	0.11%	200
2025 Q1	–	Sell	-3,050	Closed	-$231K	–	377
2024 Q4	$231K	Buy	+3,050	New	+$213K	0.06%	311

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

Legacy Capital Wealth Partners's ETHA Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 10,278 shares — an estimated $488K sold.

Legacy Capital Wealth Partners first reported a position in ETHA in Q4 2024 and held it in 4 quarters. The position peaked at $680K in Q4 2025. 460 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 10,278 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $488K.
Legacy Capital Wealth Partners first reported a position in iShares Ethereum Trust ETF in Q4 2024 and held it in 4 quarters.
Legacy Capital Wealth Partners's iShares Ethereum Trust ETF position peaked at $680K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.