Atlantic Edge Private Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Atlantic Edge Private 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	$49K	Sell	1,250 -3,700	-75%	-$163K	0.01%	241
2025 Q4	$250K	Sell	4,950 -11,650	-70%	-$675K	0.06%	123
2025 Q3	$1.1M	Hold	16,600	–	–	0.28%	68
2025 Q2	$1.04M	Buy	16,600 +3,150	+23%	+$180K	0.28%	69
2025 Q1	$642K	Hold	13,450	–	–	0.2%	83
2024 Q4	$728K	Sell	13,450 -1,200	-8%	-$57.8K	0.23%	83
2024 Q3	$539K	Hold	14,650	–	–	0.16%	92
2024 Q2	$510K	Buy	14,650 +13,000	+788%	+$494K	0.17%	90
2024 Q1	$68K	Buy	+1,650	New	+$52.4K	0.02%	172

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

Atlantic Edge Private Wealth Management's EZBC Position: Q1 2026 in Review

Atlantic Edge Private Wealth Management reduced its Franklin Bitcoin ETF (EZBC) stake by 75% in Q1 2026, selling an estimated $163K and leaving 1,250 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #241.

Atlantic Edge Private Wealth Management first reported a position in EZBC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Atlantic Edge Private Wealth Management held 1,250 shares of Franklin Bitcoin ETF worth $49K as of Q1 2026.
Atlantic Edge Private Wealth Management sold 3,700 Franklin Bitcoin ETF shares in Q1 2026, an estimated $163K.
Franklin Bitcoin ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q1 2026, its #241 holding.
Atlantic Edge Private Wealth Management first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 9 quarters since.
Atlantic Edge Private Wealth Management's Franklin Bitcoin ETF position peaked at $1.1M in Q3 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.