Foster Victor Wealth Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Foster Victor 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	$534K	Hold	12,432	–	–	0.03%	165
2025 Q4	$687K	Buy	12,432 +57	+0.5%	+$3.3K	0.04%	144
2025 Q3	$881K	Hold	12,375	–	–	0.05%	123
2025 Q2	$802K	Hold	12,375	–	–	0.05%	123
2025 Q1	$601K	Hold	12,375	–	–	0.05%	122
2024 Q4	$753K	Buy	+12,375	New	+$596K	0.06%	117

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

Foster Victor Wealth Advisors's EZBC Position: Q1 2026 in Review

Foster Victor Wealth Advisors held its Franklin Bitcoin ETF (EZBC) position steady in Q1 2026 at 12,432 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #165.

Foster Victor Wealth Advisors first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $881K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Foster Victor Wealth Advisors held 12,432 shares of Franklin Bitcoin ETF worth $534K as of Q1 2026.
Foster Victor Wealth Advisors left its Franklin Bitcoin ETF share count unchanged in Q1 2026.
Franklin Bitcoin ETF made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q1 2026, its #165 holding.
Foster Victor Wealth Advisors first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
Foster Victor Wealth Advisors's Franklin Bitcoin ETF position peaked at $881K in Q3 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.