VFA
ETHA

Valeo Financial Advisors’s iShares Ethereum Trust ETF ETHA Stock Holding History

Valeo Financial 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 		– Sell
-10,000
Closed -$158K – 890
2026
Q1 		$158K Buy
+10,000
New +$181K ﹤0.01% 703
2025
Q4 		– Sell
-22,100
Closed -$696K – 917
2025
Q3 		$696K Buy
+22,100
New +$656K 0.02% 389

Other funds holding ETHA

SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CV
Counterweight Ventures Wilmington, North Carolina $201M AUM 35.56% 1-Year Est. Return

Valeo Financial Advisors's ETHA Position: Q2 2026 in Review

Valeo Financial Advisors sold out of iShares Ethereum Trust ETF (ETHA) in Q2 2026, closing a stake of 2,548 shares — an estimated $40.3K sold.

Valeo Financial Advisors first reported a position in ETHA in Q3 2025 and held it in 2 quarters. The position peaked at $40.3K in Q1 2026. 120 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Valeo Financial Advisors reported no remaining iShares Ethereum Trust ETF position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,548 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $40.3K.
  • Valeo Financial Advisors first reported a position in iShares Ethereum Trust ETF in Q3 2025 and held it in 2 quarters.
  • Valeo Financial Advisors's iShares Ethereum Trust ETF position peaked at $40.3K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.