CX Institutional’s Franklin Bitcoin ETF EZBC Stock Holding History

CX Institutional’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 Q3	$44K	Hold	920	–	–	﹤0.01%	1037
2026 Q2	$31K	Hold	920	–	–	﹤0.01%	1066
2026 Q1	$36K	Hold	920	–	–	﹤0.01%	1017
2025 Q4	$47K	Buy	+920	New	+$53.3K	﹤0.01%	978

Other funds holding EZBC

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

CX Institutional's EZBC Position: Q3 2026 in Review

CX Institutional held its Franklin Bitcoin ETF (EZBC) position steady in Q3 2026 at 920 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

CX Institutional first reported a position in EZBC in Q4 2025 and has held it in 4 quarters since. The position peaked at $47K in Q4 2025. 7 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

CX Institutional held 920 shares of Franklin Bitcoin ETF worth $44K as of Q3 2026.
CX Institutional left its Franklin Bitcoin ETF share count unchanged in Q3 2026.
Franklin Bitcoin ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1037 holding.
CX Institutional first reported a position in Franklin Bitcoin ETF in Q4 2025 and has held it in 4 quarters since.
CX Institutional's Franklin Bitcoin ETF position peaked at $47K in Q4 2025.
7 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.