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Caitlin John’s Franklin Bitcoin ETF EZBC Stock Holding History

Caitlin John’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
Q4 		– Sell
-579
Closed -$38.3K – 947
2025
Q3 		$38.3K Buy
+579
New +$38.4K 0.03% 303
2025
Q1 		– Sell
-581
Closed -$31.5K – 327
2024
Q4 		$31.5K Sell
581
-164
-22% -$7.89K 0.02% 302
2024
Q3 		$38.8K Sell
745
-2,665
-78% -$94.3K 0.02% 273
2024
Q2 		$119K Buy
3,410
+2,536
+290% +$96.4K 0.09% 154
2024
Q1 		$36K Buy
+874
New +$27.7K 0.03% 275

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Caitlin John's EZBC Position: Q4 2025 in Review

Caitlin John sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 579 shares — an estimated $38.3K sold.

Caitlin John first reported a position in EZBC in Q1 2024 and held it in 5 quarters. The position peaked at $119K in Q2 2024. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Caitlin John reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Caitlin John sold 579 Franklin Bitcoin ETF shares in Q4 2025, an estimated $38.3K.
  • Caitlin John first reported a position in Franklin Bitcoin ETF in Q1 2024 and held it in 5 quarters.
  • Caitlin John's Franklin Bitcoin ETF position peaked at $119K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.