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Financial Advocates Investment Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-4,400
Closed -$275K – 222
2025
Q2 		$275K Buy
+4,400
New +$251K 0.02% 520

Other funds holding EZBC

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

Financial Advocates Investment Management's EZBC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Franklin Bitcoin ETF (EZBC) in Q3 2025, closing a stake of 4,400 shares — an estimated $275K sold.

Financial Advocates Investment Management first reported a position in EZBC in Q2 2025 and held it in 1 quarter. The position peaked at $275K in Q2 2025. 94 funds tracked by Wall St. Rank hold EZBC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Franklin Bitcoin ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,400 Franklin Bitcoin ETF shares in Q3 2025, an estimated $275K.
  • Financial Advocates Investment Management first reported a position in Franklin Bitcoin ETF in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Franklin Bitcoin ETF position peaked at $275K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.