PFGIA
ETHA

Patriot Financial Group Insurance Agency’s iShares Ethereum Trust ETF ETHA Stock Holding History

Patriot Financial Group Insurance Agency’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
-20,034
Closed -$317K – 713
2026
Q1 		$317K Buy
20,034
+9,794
+96% +$177K 0.02% 553
2025
Q4 		$230K Sell
10,240
-244
-2% -$6.38K 0.03% 449
2025
Q3 		$330K Sell
10,484
-1,028
-9% -$30.5K 0.04% 361
2025
Q2 		$220K Buy
+11,512
New +$191K 0.03% 473

Other funds holding ETHA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TGCMU
Titan Global Capital Management USA New York $785M AUM 57.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ETHA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 20,034 shares — an estimated $317K sold.

Patriot Financial Group Insurance Agency first reported a position in ETHA in Q2 2025 and held it in 4 quarters. The position peaked at $330K in Q3 2025. 260 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 20,034 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $317K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Ethereum Trust ETF in Q2 2025 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's iShares Ethereum Trust ETF position peaked at $330K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.