Carson Wealth (CWM LLC)’s Franklin Bitcoin ETF EZBC Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$1.53M	Buy	39,061 +24,971	+177%	+$1.1M	﹤0.01%	1318
2025 Q4	$713K	Sell	14,090 -859	-6%	-$49.8K	﹤0.01%	1701
2025 Q3	$990K	Buy	14,949 +477	+3%	+$31.6K	﹤0.01%	1415
2025 Q2	$903K	Buy	14,472 +676	+5%	+$38.6K	﹤0.01%	1294
2025 Q1	$659K	Sell	13,796 -187,158	-93%	-$10.1M	﹤0.01%	1348
2024 Q4	$10.9M	Buy	200,954 +193,980	+2,781%	+$9.34M	0.05%	302
2024 Q3	$257K	Buy	6,974 +2,741	+65%	+$97K	﹤0.01%	1627
2024 Q2	$147K	Buy	+4,233	New	+$161K	﹤0.01%	1748

Other funds holding EZBC

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EZBC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Bitcoin ETF (EZBC) stake by 177% in Q1 2026, buying an estimated $1.1M and bringing the position to 39,061 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Carson Wealth (CWM LLC) first reported a position in EZBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q4 2024. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Carson Wealth (CWM LLC) held 39,061 shares of Franklin Bitcoin ETF worth $1.53M as of Q1 2026.
Carson Wealth (CWM LLC) bought 24,971 Franklin Bitcoin ETF shares in Q1 2026, an estimated $1.1M.
Franklin Bitcoin ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1318 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin Bitcoin ETF in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Franklin Bitcoin ETF position peaked at $10.9M in Q4 2024.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.