CW
EZBC icon

CreativeOne Wealth’s Franklin Bitcoin ETF EZBC Stock Holding History

CreativeOne Wealth’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
2025
Q4 		– Sell
-3,030
Closed -$201K – 1207
2025
Q3 		$201K Sell
3,030
-6,843
-69% -$454K ﹤0.01% 1106
2025
Q2 		$616K Buy
+9,873
New +$564K 0.02% 672
2025
Q1 		– Sell
-7,326
Closed -$397K – 1093
2024
Q4 		$397K Buy
7,326
+910
+14% +$43.8K 0.01% 773
2024
Q3 		$236K Buy
+6,416
New +$227K 0.01% 849

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

CreativeOne Wealth's EZBC Position: Q4 2025 in Review

CreativeOne Wealth sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 3,030 shares — an estimated $201K sold.

CreativeOne Wealth first reported a position in EZBC in Q3 2024 and held it in 4 quarters. The position peaked at $616K in Q2 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • CreativeOne Wealth reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 3,030 Franklin Bitcoin ETF shares in Q4 2025, an estimated $201K.
  • CreativeOne Wealth first reported a position in Franklin Bitcoin ETF in Q3 2024 and held it in 4 quarters.
  • CreativeOne Wealth's Franklin Bitcoin ETF position peaked at $616K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.