Innovative Advisory Group, LLC’s Bitwise Ethereum ETF ETHW Stock Holding History

Innovative Advisory Group, LLC’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 Q2	$568K	Sell	50,392 -15,063	-23%	-$222K	0.43%	20
2026 Q1	$982K	Sell	65,455 -143,616	-69%	-$2.46M	0.81%	16
2025 Q4	$4.45M	Buy	209,071 +33,776	+19%	+$837K	2.83%	10
2025 Q3	$5.23M	Sell	175,295 -87,608	-33%	-$2.46M	3.22%	9
2025 Q2	$4.75M	Buy	262,903 +106,496	+68%	+$1.68M	4.01%	6
2025 Q1	$2.05M	Buy	156,407 +59,352	+61%	+$1.12M	1.95%	9
2024 Q4	$2.33M	Buy	+97,055	New	+$2.14M	2.02%	11

Other funds holding ETHW

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Innovative Advisory Group, LLC's ETHW Position: Q2 2026 in Review

Innovative Advisory Group, LLC reduced its Bitwise Ethereum ETF (ETHW) stake by 23% in Q2 2026, selling an estimated $222K and leaving 50,392 shares worth $568K. The position accounts for 0.43% of the portfolio, ranked #20.

Innovative Advisory Group, LLC first reported a position in ETHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.23M in Q3 2025. 91 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

Innovative Advisory Group, LLC held 50,392 shares of Bitwise Ethereum ETF worth $568K as of Q2 2026.
Innovative Advisory Group, LLC sold 15,063 Bitwise Ethereum ETF shares in Q2 2026, an estimated $222K.
Bitwise Ethereum ETF made up 0.43% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #20 holding.
Innovative Advisory Group, LLC first reported a position in Bitwise Ethereum ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Advisory Group, LLC's Bitwise Ethereum ETF position peaked at $5.23M in Q3 2025.
91 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.