Next Level Wealth Planning’s iShares Ethereum Trust ETF ETHA Stock Holding History

Next Level Wealth Planning’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	$18K	Buy	+298	New	+$14.6K	0.01%	281

Other funds holding ETHA

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $228M AUM 9.82% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

All-Stars Investment Hong Kong $205M AUM 34.46% 1-Year Est. Return

Next Level Wealth Planning's ETHA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Ethereum Trust ETF (ETHA) in Q3 2026: 298 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings.

248 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

Next Level Wealth Planning held 298 shares of iShares Ethereum Trust ETF worth $18K as of Q3 2026.
iShares Ethereum Trust ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Ethereum Trust ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #281 holding.
248 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.