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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
Q2 		– Sell
-1,256
Closed -$49.2K – 1347
2026
Q1 		$49.2K Buy
+1,256
New +$55.5K ﹤0.01% 614

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCM
Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

Cassaday & Co Wealth Management's EZBC Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Franklin Bitcoin ETF (EZBC) in Q2 2026, closing a stake of 1,256 shares — an estimated $49.2K sold.

Cassaday & Co Wealth Management first reported a position in EZBC in Q1 2026 and held it in 1 quarter. The position peaked at $49.2K in Q1 2026. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Franklin Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1,256 Franklin Bitcoin ETF shares in Q2 2026, an estimated $49.2K.
  • Cassaday & Co Wealth Management first reported a position in Franklin Bitcoin ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Franklin Bitcoin ETF position peaked at $49.2K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.