EverSource Wealth Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

EverSource Wealth 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	$1.78K	Hold	45	–	–	﹤0.01%	3684
2025 Q4	$2.29K	Buy	45 +1	+2%	+$58	﹤0.01%	3458
2025 Q3	$2.92K	Buy	44 +1	+2%	+$66	﹤0.01%	3385
2025 Q2	$2.66K	Buy	43 +30	+231%	+$1.71K	﹤0.01%	3404
2025 Q1	$621	Buy	13 +10	+333%	+$540	﹤0.01%	3390
2024 Q4	$162	Buy	+3	New	+$144	﹤0.01%	3473

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

EverSource Wealth Advisors's EZBC Position: Q1 2026 in Review

EverSource Wealth Advisors held its Franklin Bitcoin ETF (EZBC) position steady in Q1 2026 at 45 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3684.

EverSource Wealth Advisors first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.92K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

EverSource Wealth Advisors held 45 shares of Franklin Bitcoin ETF worth $1.78K as of Q1 2026.
EverSource Wealth Advisors left its Franklin Bitcoin ETF share count unchanged in Q1 2026.
Franklin Bitcoin ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3684 holding.
EverSource Wealth Advisors first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Franklin Bitcoin ETF position peaked at $2.92K in Q3 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.