EverSource Wealth Advisors’s Franklin Crypto Index ETF EZPZ Stock Holding History

EverSource Wealth Advisors’s Portfolio EZPZ Stock Details EZPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55	Hold	4	–	–	﹤0.01%	4343
2026 Q1	$65	Hold	4	–	–	﹤0.01%	4308
2025 Q4	$86	Hold	4	–	–	﹤0.01%	4120
2025 Q3	$116	Hold	4	–	–	﹤0.01%	4180
2025 Q2	$102	Buy	+4	New	+$98	﹤0.01%	4127

Other funds holding EZPZ

Oasis Advisors Forest City, Iowa $154M AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

EverSource Wealth Advisors held its Franklin Crypto Index ETF (EZPZ) position steady in Q2 2026 at 4 shares worth $55. The position accounts for ﹤0.01% of the portfolio, ranked #4343.

EverSource Wealth Advisors first reported a position in EZPZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $116 in Q3 2025. 4 funds tracked by Wall St. Rank hold EZPZ as of Q2 2026.

EverSource Wealth Advisors held 4 shares of Franklin Crypto Index ETF worth $55 as of Q2 2026.
EverSource Wealth Advisors left its Franklin Crypto Index ETF share count unchanged in Q2 2026.
Franklin Crypto Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4343 holding.
EverSource Wealth Advisors first reported a position in Franklin Crypto Index ETF in Q2 2025 and has held it in 5 quarters since.
EverSource Wealth Advisors's Franklin Crypto Index ETF position peaked at $116 in Q3 2025.
4 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q2 2026.

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