Compass Ion Advisors’s Franklin Crypto Index ETF EZPZ Stock Holding History

Compass Ion Advisors’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	$246K	Buy	+14,297	New	+$280K	0.02%	248

Other funds holding EZPZ

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Compass Ion Advisors's EZPZ Position: Q1 2026 in Review

Compass Ion Advisors opened a new position in Franklin Crypto Index ETF (EZPZ) in Q1 2026: 14,297 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings.

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

Compass Ion Advisors held 14,297 shares of Franklin Crypto Index ETF worth $246K as of Q1 2026.
Franklin Crypto Index ETF was a new Compass Ion Advisors position in Q1 2026.
Franklin Crypto Index ETF made up 0.02% of Compass Ion Advisors's portfolio in Q1 2026, its #248 holding.
10 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.