Carson Wealth (CWM LLC)
EZPZ

Carson Wealth (CWM LLC)’s Franklin Crypto Index ETF EZPZ Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EZPZ Stock Details EZPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07K Buy
+120
New +$2.35K ﹤0.01% 5271

Other funds holding EZPZ

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Franklin Crypto Index ETF (EZPZ) in Q1 2026: 120 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #5271 among its holdings.

10 funds tracked by Wall St. Rank hold EZPZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 120 shares of Franklin Crypto Index ETF worth $2.07K as of Q1 2026.
  • Franklin Crypto Index ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Franklin Crypto Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5271 holding.
  • 10 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q1 2026.

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