CIA
EZPZ

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
Q2 		$229K Buy
15,752
+1,455
+10% +$26.1K 0.02% 269
2026
Q1 		$246K Buy
+14,297
New +$280K 0.02% 248

Other funds holding EZPZ

OA
Oasis Advisors Forest City, Iowa $154M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Compass Ion Advisors's EZPZ Position: Q2 2026 in Review

Compass Ion Advisors increased its Franklin Crypto Index ETF (EZPZ) stake by 10% in Q2 2026, buying an estimated $26.1K and bringing the position to 15,752 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #269.

Compass Ion Advisors first reported a position in EZPZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 9 funds tracked by Wall St. Rank hold EZPZ as of Q2 2026.

  • Compass Ion Advisors held 15,752 shares of Franklin Crypto Index ETF worth $229K as of Q2 2026.
  • Compass Ion Advisors bought 1,455 Franklin Crypto Index ETF shares in Q2 2026, an estimated $26.1K.
  • Franklin Crypto Index ETF made up 0.02% of Compass Ion Advisors's portfolio in Q2 2026, its #269 holding.
  • Compass Ion Advisors first reported a position in Franklin Crypto Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Compass Ion Advisors's Franklin Crypto Index ETF position peaked at $246K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.