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 Q2	$520K	Sell	15,335 -8,541	-36%	-$354K	0.29%	59
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

Elevate Capital Advisors's EZBC Position: Q2 2026 in Review

Elevate Capital Advisors reduced its Franklin Bitcoin ETF (EZBC) stake by 36% in Q2 2026, selling an estimated $354K and leaving 15,335 shares worth $520K. The position accounts for 0.29% of the portfolio, ranked #59.

Elevate Capital Advisors first reported a position in EZBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q3 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Elevate Capital Advisors held 15,335 shares of Franklin Bitcoin ETF worth $520K as of Q2 2026.
Elevate Capital Advisors sold 8,541 Franklin Bitcoin ETF shares in Q2 2026, an estimated $354K.
Franklin Bitcoin ETF made up 0.29% of Elevate Capital Advisors's portfolio in Q2 2026, its #59 holding.
Elevate Capital Advisors first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
Elevate Capital Advisors's Franklin Bitcoin ETF position peaked at $1.84M in Q3 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.