Elevate Capital Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Elevate Capital Advisors’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	$936K	Sell	23,876 -1,707	-7%	-$75.4K	0.61%	45
2025 Q4	$1.29M	Sell	25,583 -2,247	-8%	-$130K	0.86%	42
2025 Q3	$1.84M	Buy	27,830 +2,731	+11%	+$181K	1.28%	36
2025 Q2	$1.57M	Buy	25,099 +9,370	+60%	+$535K	1.25%	41
2025 Q1	$751K	Buy	15,729 +3,355	+27%	+$181K	0.69%	50
2024 Q4	$670K	Buy	+12,374	New	+$595K	0.59%	58

Other funds holding EZBC

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Elevate Capital Advisors's EZBC Position: Q1 2026 in Review

Elevate Capital Advisors reduced its Franklin Bitcoin ETF (EZBC) stake by 6.7% in Q1 2026, selling an estimated $75.4K and leaving 23,876 shares worth $936K. The position accounts for 0.61% of the portfolio, ranked #45.

Elevate Capital Advisors first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Elevate Capital Advisors held 23,876 shares of Franklin Bitcoin ETF worth $936K as of Q1 2026.
Elevate Capital Advisors sold 1,707 Franklin Bitcoin ETF shares in Q1 2026, an estimated $75.4K.
Franklin Bitcoin ETF made up 0.61% of Elevate Capital Advisors's portfolio in Q1 2026, its #45 holding.
Elevate Capital Advisors first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
Elevate Capital Advisors's Franklin Bitcoin ETF position peaked at $1.84M in Q3 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.