Cassaday & Co Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Cassaday & Co Wealth Management’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	$49.2K	Buy	+1,256	New	+$55.5K	﹤0.01%	614

Other funds holding EZBC

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Cassaday & Co Wealth Management's EZBC Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Franklin Bitcoin ETF (EZBC) in Q1 2026: 1,256 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings.

81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Cassaday & Co Wealth Management held 1,256 shares of Franklin Bitcoin ETF worth $49.2K as of Q1 2026.
Franklin Bitcoin ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Franklin Bitcoin ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #614 holding.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.