Planning Strategies Inc.’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

Planning Strategies Inc.’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.38K	Buy	+500	New	+$8.34K	﹤0.01%	390

Other funds holding ETHE

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

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

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Planning Strategies Inc.'s ETHE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Grayscale Ethereum Staking ETF Shares (ETHE) in Q2 2026: 500 shares worth $6.38K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings.

100 funds tracked by Wall St. Rank hold ETHE as of Q2 2026.

Planning Strategies Inc. held 500 shares of Grayscale Ethereum Staking ETF Shares worth $6.38K as of Q2 2026.
Grayscale Ethereum Staking ETF Shares was a new Planning Strategies Inc. position in Q2 2026.
Grayscale Ethereum Staking ETF Shares made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #390 holding.
100 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.