Avior Wealth Management
EZBC icon

Avior Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Avior 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
Q3 		$300K Buy
+6,218
New +$256K 0.01% 665

Other funds holding EZBC

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Avior Wealth Management's EZBC Position: Q3 2026 in Review

Avior Wealth Management opened a new position in Franklin Bitcoin ETF (EZBC) in Q3 2026: 6,218 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings.

7 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

  • Avior Wealth Management held 6,218 shares of Franklin Bitcoin ETF worth $300K as of Q3 2026.
  • Franklin Bitcoin ETF was a new Avior Wealth Management position in Q3 2026.
  • Franklin Bitcoin ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #665 holding.
  • 7 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.