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 Q2	$1.54K	Hold	45	–	–	﹤0.01%	3821
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

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

EverSource Wealth Advisors's EZBC Position: Q2 2026 in Review

EverSource Wealth Advisors held its Franklin Bitcoin ETF (EZBC) position steady in Q2 2026 at 45 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3821.

EverSource Wealth Advisors first reported a position in EZBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92K in Q3 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

EverSource Wealth Advisors held 45 shares of Franklin Bitcoin ETF worth $1.54K as of Q2 2026.
EverSource Wealth Advisors left its Franklin Bitcoin ETF share count unchanged in Q2 2026.
Franklin Bitcoin ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3821 holding.
EverSource Wealth Advisors first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Franklin Bitcoin ETF position peaked at $2.92K in Q3 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.