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Capstone Financial Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Capstone Financial 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
2025
Q4 		– Sell
-9,250
Closed -$612K – 190
2025
Q3 		$612K Hold
9,250
– – 0.03% 87
2025
Q2 		$577K Sell
9,250
-750
-8% -$42.8K 0.03% 88
2025
Q1 		$478K Hold
10,000
– – 0.03% 93
2024
Q4 		$542K Sell
10,000
-400
-4% -$19.3K 0.03% 88
2024
Q3 		$383K Buy
10,400
+1,750
+20% +$61.9K 0.02% 99
2024
Q2 		$301K Buy
+8,650
New +$329K 0.02% 115

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

Capstone Financial Advisors's EZBC Position: Q4 2025 in Review

Capstone Financial Advisors sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 9,250 shares — an estimated $612K sold.

Capstone Financial Advisors first reported a position in EZBC in Q2 2024 and held it in 6 quarters. The position peaked at $612K in Q3 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Capstone Financial Advisors reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 9,250 Franklin Bitcoin ETF shares in Q4 2025, an estimated $612K.
  • Capstone Financial Advisors first reported a position in Franklin Bitcoin ETF in Q2 2024 and held it in 6 quarters.
  • Capstone Financial Advisors's Franklin Bitcoin ETF position peaked at $612K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Capstone Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.