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Ballast Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Ballast Advisors’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 		– Sell
-1,200
Closed -$47K – 255
2026
Q1 		$47K Buy
+1,200
New +$53K 0.01% 225

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

Ballast Advisors's EZBC Position: Q2 2026 in Review

Ballast Advisors sold out of Franklin Bitcoin ETF (EZBC) in Q2 2026, closing a stake of 1,200 shares — an estimated $47K sold.

Ballast Advisors first reported a position in EZBC in Q1 2026 and held it in 1 quarter. The position peaked at $47K in Q1 2026. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Ballast Advisors reported no remaining Franklin Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 1,200 Franklin Bitcoin ETF shares in Q2 2026, an estimated $47K.
  • Ballast Advisors first reported a position in Franklin Bitcoin ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's Franklin Bitcoin ETF position peaked at $47K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.