SWP
ETHA

Strategic Wealth Partners’s iShares Ethereum Trust ETF ETHA Stock Holding History

Strategic Wealth Partners’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 		$124K Hold
10,436
– – 0.01% 370
2026
Q1 		$165K Buy
10,436
+983
+10% +$17.8K 0.01% 326
2025
Q4 		$212K Buy
9,453
+1,686
+22% +$44.1K 0.01% 308
2025
Q3 		$245K Buy
+7,767
New +$230K 0.02% 314

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

Strategic Wealth Partners's ETHA Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Ethereum Trust ETF (ETHA) position steady in Q2 2026 at 10,436 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #370.

Strategic Wealth Partners first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $245K in Q3 2025. 458 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Strategic Wealth Partners held 10,436 shares of iShares Ethereum Trust ETF worth $124K as of Q2 2026.
  • Strategic Wealth Partners left its iShares Ethereum Trust ETF share count unchanged in Q2 2026.
  • iShares Ethereum Trust ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #370 holding.
  • Strategic Wealth Partners first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's iShares Ethereum Trust ETF position peaked at $245K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.