Principia Wealth Advisory’s Fidelity Ethereum Fund FETH Stock Holding History

Principia Wealth Advisory’s Portfolio FETH Stock Details FETH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.92K	Sell	249 -212	-46%	-$4.34K	﹤0.01%	416
2026 Q1	$9.63K	Sell	461 -2,612	-85%	-$62.4K	0.01%	209
2025 Q4	$91K	Sell	3,073 -1,605	-34%	-$55.4K	0.06%	116
2025 Q3	$194K	Sell	4,678 -6,217	-57%	-$243K	0.13%	75
2025 Q2	$274K	Sell	10,895 -533	-5%	-$11.7K	0.23%	51
2025 Q1	$187K	Sell	11,428 -457	-4%	-$12K	0.18%	51
2024 Q4	$397K	Buy	+11,885	New	+$366K	0.37%	28

Other funds holding FETH

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KPWM

KDK Private Wealth Management Houston, Texas $121M AUM 20.59% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

TDB

Thompson David Blair $200M AUM

RWPA

Richard W. Paul & Associates Novi, Michigan $327M AUM 21.99% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Principia Wealth Advisory's FETH Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Fidelity Ethereum Fund (FETH) stake by 46% in Q2 2026, selling an estimated $4.34K and leaving 249 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Principia Wealth Advisory first reported a position in FETH in Q4 2024 and has held it in 7 quarters since. The position peaked at $397K in Q4 2024. 120 funds tracked by Wall St. Rank hold FETH as of Q2 2026.

Principia Wealth Advisory held 249 shares of Fidelity Ethereum Fund worth $3.92K as of Q2 2026.
Principia Wealth Advisory sold 212 Fidelity Ethereum Fund shares in Q2 2026, an estimated $4.34K.
Fidelity Ethereum Fund made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #416 holding.
Principia Wealth Advisory first reported a position in Fidelity Ethereum Fund in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Fidelity Ethereum Fund position peaked at $397K in Q4 2024.
120 funds tracked by Wall St. Rank held Fidelity Ethereum Fund as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.