AI
EZPZ

Atria Investments’s Franklin Crypto Index ETF EZPZ Stock Holding History

Atria Investments’s Portfolio EZPZ Stock Details EZPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,816
Closed -$268K – 2182
2025
Q4 		$268K Buy
11,816
+1,461
+14% +$38.5K ﹤0.01% 1803
2025
Q3 		$315K Buy
+10,355
New +$312K ﹤0.01% 1691

Other funds holding EZPZ

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Atria Investments's EZPZ Position: Q1 2026 in Review

Atria Investments sold out of Franklin Crypto Index ETF (EZPZ) in Q1 2026, closing a stake of 11,816 shares — an estimated $268K sold.

Atria Investments first reported a position in EZPZ in Q3 2025 and held it in 2 quarters. The position peaked at $315K in Q3 2025. 10 funds tracked by Wall St. Rank hold EZPZ as of Q1 2026.

  • Atria Investments reported no remaining Franklin Crypto Index ETF position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 11,816 Franklin Crypto Index ETF shares in Q1 2026, an estimated $268K.
  • Atria Investments first reported a position in Franklin Crypto Index ETF in Q3 2025 and held it in 2 quarters.
  • Atria Investments's Franklin Crypto Index ETF position peaked at $315K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.