PF
ETHW

PlanVest Financial’s Bitwise Ethereum ETF ETHW Stock Holding History

PlanVest Financial’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 		$7.83K Hold
694
– – 0.01% 426
2026
Q1 		$10.4K Buy
+694
New +$11.9K 0.01% 371

Other funds holding ETHW

Wells Fargo
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
VF
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
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
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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PlanVest Financial's ETHW Position: Q2 2026 in Review

PlanVest Financial held its Bitwise Ethereum ETF (ETHW) position steady in Q2 2026 at 694 shares worth $7.83K. The position accounts for 0.01% of the portfolio, ranked #426.

PlanVest Financial first reported a position in ETHW in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.4K in Q1 2026. 90 funds tracked by Wall St. Rank hold ETHW as of Q2 2026.

  • PlanVest Financial held 694 shares of Bitwise Ethereum ETF worth $7.83K as of Q2 2026.
  • PlanVest Financial left its Bitwise Ethereum ETF share count unchanged in Q2 2026.
  • Bitwise Ethereum ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #426 holding.
  • PlanVest Financial first reported a position in Bitwise Ethereum ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Bitwise Ethereum ETF position peaked at $10.4K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Bitwise Ethereum ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.