Abound Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Abound Wealth Management’s Portfolio EZBC Stock Details EZBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13	Closed	-$658	–	1538
2025 Q4	$658	Buy	+13	New	+$753	﹤0.01%	933

Other funds holding EZBC

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Abound Wealth Management's EZBC Position: Q1 2026 in Review

Abound Wealth Management sold out of Franklin Bitcoin ETF (EZBC) in Q1 2026, closing a stake of 13 shares — an estimated $658 sold.

Abound Wealth Management first reported a position in EZBC in Q4 2025 and held it in 1 quarter. The position peaked at $658 in Q4 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Abound Wealth Management reported no remaining Franklin Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
Abound Wealth Management sold 13 Franklin Bitcoin ETF shares in Q1 2026, an estimated $658.
Abound Wealth Management first reported a position in Franklin Bitcoin ETF in Q4 2025 and held it in 1 quarter.
Abound Wealth Management's Franklin Bitcoin ETF position peaked at $658 in Q4 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.