Mark Sheptoff Financial Planning’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Mark Sheptoff Financial Planning’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
2026 Q1	–	Sell	-189	Closed	-$4.61K	–	582
2025 Q4	$4.61K	Hold	189	–	–	﹤0.01%	438
2025 Q3	$6.48K	Hold	189	–	–	﹤0.01%	383
2025 Q2	$3.94K	Hold	189	–	–	﹤0.01%	420
2025 Q1	$2.88K	Buy	+189	New	+$4.16K	﹤0.01%	400

Other funds holding ETHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

TAM

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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's ETHE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Grayscale Ethereum Staking ETF Shares (ETHE) in Q1 2026, closing a stake of 189 shares — an estimated $4.61K sold.

Mark Sheptoff Financial Planning first reported a position in ETHE in Q1 2025 and held it in 4 quarters. The position peaked at $6.48K in Q3 2025. 261 funds tracked by Wall St. Rank hold ETHE as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Grayscale Ethereum Staking ETF Shares position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 189 Grayscale Ethereum Staking ETF Shares shares in Q1 2026, an estimated $4.61K.
Mark Sheptoff Financial Planning first reported a position in Grayscale Ethereum Staking ETF Shares in Q1 2025 and held it in 4 quarters.
Mark Sheptoff Financial Planning's Grayscale Ethereum Staking ETF Shares position peaked at $6.48K in Q3 2025.
261 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.