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 Q2	$42.4K	Hold	1,250	–	–	0.01%	264
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EZBC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Franklin Bitcoin ETF (EZBC) position steady in Q2 2026 at 1,250 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #264.

Atlantic Edge Private Wealth Management first reported a position in EZBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q3 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,250 shares of Franklin Bitcoin ETF worth $42.4K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Franklin Bitcoin ETF share count unchanged in Q2 2026.
Franklin Bitcoin ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #264 holding.
Atlantic Edge Private Wealth Management first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
Atlantic Edge Private Wealth Management's Franklin Bitcoin ETF position peaked at $1.1M in Q3 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.