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

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

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

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 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.