Next Level Wealth Planning’s Bitwise Ethereum ETF ETHW Stock Holding History

Next Level Wealth Planning’s Portfolio ETHW Stock Details ETHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.5K	Buy	+1,860	New	+$28.8K	0.01%	207

Other funds holding ETHW

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $1.03B AUM 18.64% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

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

Next Level Wealth Planning opened a new position in Bitwise Ethereum ETF (ETHW) in Q3 2026: 1,860 shares worth $35.5K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings.

54 funds tracked by Wall St. Rank hold ETHW as of Q3 2026.

Next Level Wealth Planning held 1,860 shares of Bitwise Ethereum ETF worth $35.5K as of Q3 2026.
Bitwise Ethereum ETF was a new Next Level Wealth Planning position in Q3 2026.
Bitwise Ethereum ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #207 holding.
54 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q3 2026.

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