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Avantax Advisory Services’s Franklin Bitcoin ETF EZBC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$740K Sell
11,850
-748
-6% -$42.7K ﹤0.01% 1342
2025
Q1 		$602K Buy
+12,598
New +$680K ﹤0.01% 1385

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

Avantax Advisory Services's EZBC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Franklin Bitcoin ETF (EZBC) stake by 5.9% in Q2 2025, selling an estimated $42.7K and leaving 11,850 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Avantax Advisory Services first reported a position in EZBC in Q1 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold EZBC as of Q2 2025.

  • Avantax Advisory Services held 11,850 shares of Franklin Bitcoin ETF worth $740K as of Q2 2025.
  • Avantax Advisory Services sold 748 Franklin Bitcoin ETF shares in Q2 2025, an estimated $42.7K.
  • Franklin Bitcoin ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1342 holding.
  • Avantax Advisory Services first reported a position in Franklin Bitcoin ETF in Q1 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.