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Drive Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Drive Wealth 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
2025
Q2 		– Sell
-5,000
Closed -$239K – 352
2025
Q1 		$239K Hold
5,000
– – 0.06% 265
2024
Q4 		$271K Buy
+5,000
New +$241K 0.07% 235

Other funds holding EZBC

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

Drive Wealth Management's EZBC Position: Q2 2025 in Review

Drive Wealth Management sold out of Franklin Bitcoin ETF (EZBC) in Q2 2025, closing a stake of 5,000 shares — an estimated $239K sold.

Drive Wealth Management first reported a position in EZBC in Q4 2024 and held it in 2 quarters. The position peaked at $271K in Q4 2024. 78 funds tracked by Wall St. Rank hold EZBC as of Q2 2025.

  • Drive Wealth Management reported no remaining Franklin Bitcoin ETF position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 5,000 Franklin Bitcoin ETF shares in Q2 2025, an estimated $239K.
  • Drive Wealth Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and held it in 2 quarters.
  • Drive Wealth Management's Franklin Bitcoin ETF position peaked at $271K in Q4 2024.
  • 78 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.