Forefront Wealth Partners’s Franklin Bitcoin ETF EZBC Stock Holding History

Forefront Wealth Partners’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	–	Sell	-8,797	Closed	-$345K	–	181
2026 Q1	$345K	Sell	8,797 -3,694	-30%	-$163K	0.14%	118
2025 Q4	$632K	Buy	12,491 +4,005	+47%	+$232K	0.3%	76
2025 Q3	$562K	Buy	+8,486	New	+$563K	0.14%	122
2025 Q2	–	Sell	-5,600	Closed	-$267K	–	108
2025 Q1	$267K	Buy	+5,600	New	+$302K	0.18%	98

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

Forefront Wealth Partners's EZBC Position: Q2 2026 in Review

Forefront Wealth Partners sold out of Franklin Bitcoin ETF (EZBC) in Q2 2026, closing a stake of 8,797 shares — an estimated $345K sold.

Forefront Wealth Partners first reported a position in EZBC in Q1 2025 and held it in 4 quarters. The position peaked at $632K in Q4 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Forefront Wealth Partners reported no remaining Franklin Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
Forefront Wealth Partners sold 8,797 Franklin Bitcoin ETF shares in Q2 2026, an estimated $345K.
Forefront Wealth Partners first reported a position in Franklin Bitcoin ETF in Q1 2025 and held it in 4 quarters.
Forefront Wealth Partners's Franklin Bitcoin ETF position peaked at $632K in Q4 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.