SLWA
ETHA

San Luis Wealth Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

San Luis Wealth 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 		$264K Hold
22,211
– – 0.04% 162
2026
Q1 		$352K Buy
+22,211
New +$402K 0.06% 138

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

San Luis Wealth Advisors's ETHA Position: Q2 2026 in Review

San Luis Wealth Advisors held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 22,211 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #162.

San Luis Wealth Advisors first reported a position in ETHA in Q1 2026 and has held it in 2 quarters since. The position peaked at $352K in Q1 2026. 455 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • San Luis Wealth Advisors held 22,211 shares of iShares Ethereum Trust ETF worth $264K as of Q2 2026.
  • San Luis Wealth Advisors left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.04% of San Luis Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • San Luis Wealth Advisors first reported a position in iShares Ethereum Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • San Luis Wealth Advisors's iShares Ethereum Trust ETF position peaked at $352K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.