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Costello Asset Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Costello Asset 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 		$15.7K Hold
400
– – 0.01% 422
2025
Q4 		$20.2K Sell
400
-100
-20% -$5.79K 0.01% 373
2025
Q3 		$33.1K Sell
500
-1,575
-76% -$104K 0.01% 298
2025
Q2 		$130K Hold
2,075
– – 0.05% 135
2025
Q1 		$99.1K Buy
+2,075
New +$112K 0.04% 154

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
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

Costello Asset Management's EZBC Position: Q1 2026 in Review

Costello Asset Management held its Franklin Bitcoin ETF (EZBC) position steady in Q1 2026 at 400 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #422.

Costello Asset Management first reported a position in EZBC in Q1 2025 and has held it in 5 quarters since. The position peaked at $130K in Q2 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Costello Asset Management held 400 shares of Franklin Bitcoin ETF worth $15.7K as of Q1 2026.
  • Costello Asset Management left its Franklin Bitcoin ETF share count unchanged in Q1 2026.
  • Franklin Bitcoin ETF made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #422 holding.
  • Costello Asset Management first reported a position in Franklin Bitcoin ETF in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Franklin Bitcoin ETF position peaked at $130K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.