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Avion Wealth’s Franklin Bitcoin ETF EZBC Stock Holding History

Avion Wealth’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 		$15K Hold
457
– – ﹤0.01% 461
2026
Q1 		$17K Hold
457
– – ﹤0.01% 372
2025
Q4 		$23K Hold
457
– – ﹤0.01% 318
2025
Q3 		$30K Hold
457
– – 0.01% 280
2025
Q2 		$28K Hold
457
– – 0.01% 265
2025
Q1 		$24K Hold
457
– – 0.01% 268
2024
Q4 		$24K Hold
457
– – 0.01% 268
2024
Q3 		$16K Sell
457
-631
-58% -$22.3K ﹤0.01% 289
2024
Q2 		$37K Buy
+1,088
New +$41.4K 0.01% 180

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return
Franklin Resources
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

Avion Wealth's EZBC Position: Q2 2026 in Review

Avion Wealth held its Franklin Bitcoin ETF (EZBC) position steady in Q2 2026 at 457 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Avion Wealth first reported a position in EZBC in Q2 2024 and has held it in 9 quarters since. The position peaked at $37K in Q2 2024. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Avion Wealth held 457 shares of Franklin Bitcoin ETF worth $15K as of Q2 2026.
  • Avion Wealth left its Franklin Bitcoin ETF share count unchanged in Q2 2026.
  • Franklin Bitcoin ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #461 holding.
  • Avion Wealth first reported a position in Franklin Bitcoin ETF in Q2 2024 and has held it in 9 quarters since.
  • Avion Wealth's Franklin Bitcoin ETF position peaked at $37K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.