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 Q3	$550K	Sell	11,388 -3,947	-26%	-$162K	0.32%	61
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Elevate Capital Advisors's EZBC Position: Q3 2026 in Review

Elevate Capital Advisors reduced its Franklin Bitcoin ETF (EZBC) stake by 26% in Q3 2026, selling an estimated $162K and leaving 11,388 shares worth $550K. The position accounts for 0.32% of the portfolio, ranked #61.

Elevate Capital Advisors first reported a position in EZBC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q3 2025. 36 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

Elevate Capital Advisors held 11,388 shares of Franklin Bitcoin ETF worth $550K as of Q3 2026.
Elevate Capital Advisors sold 3,947 Franklin Bitcoin ETF shares in Q3 2026, an estimated $162K.
Franklin Bitcoin ETF made up 0.32% of Elevate Capital Advisors's portfolio in Q3 2026, its #61 holding.
Elevate Capital Advisors first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 8 quarters since.
Elevate Capital Advisors's Franklin Bitcoin ETF position peaked at $1.84M in Q3 2025.
36 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on Elevate Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.