Union Bancaire Privee’s Fidelity Ethereum Fund FETH Stock Holding History

Union Bancaire Privee’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	$383K	Hold	29,271	–	–	﹤0.01%	357
2026 Q1	$472K	Hold	29,271	–	–	0.01%	352
2025 Q4	$683K	Buy	29,271 +1,655	+6%	+$57.1K	0.01%	337
2025 Q3	$886K	Buy	+27,616	New	+$1.08M	0.01%	270

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Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return