Pension & Wealth Management Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Pension & Wealth Management Advisors’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	$16.6K	Hold	1,400	–	–	﹤0.01%	411
2026 Q1	$22.2K	Buy	+1,400	New	+$25.3K	0.01%	360
2025 Q3	–	Sell	-828	Closed	-$15.8K	–	581
2025 Q2	$15.8K	Sell	828 -171	-17%	-$2.84K	0.01%	341
2025 Q1	$13.8K	Buy	999 +682	+215%	+$13.6K	0.01%	346
2024 Q4	$8.03K	Buy	+317	New	+$7.39K	﹤0.01%	378

Other funds holding ETHA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Pension & Wealth Management Advisors's ETHA Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 1,400 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Pension & Wealth Management Advisors first reported a position in ETHA in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.2K in Q1 2026. 422 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

Pension & Wealth Management Advisors held 1,400 shares of iShares Ethereum Trust ETF worth $16.6K as of Q2 2026.
Pension & Wealth Management Advisors left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
iShares Ethereum Trust ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #411 holding.
Pension & Wealth Management Advisors first reported a position in iShares Ethereum Trust ETF in Q4 2024 and has held it in 5 quarters since.
Pension & Wealth Management Advisors's iShares Ethereum Trust ETF position peaked at $22.2K in Q1 2026.
422 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.