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Foundations Investment Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Foundations Investment 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 		– Sell
-4,163
Closed -$211K – 1190
2025
Q4 		$211K Sell
4,163
-435
-9% -$25.2K ﹤0.01% 1042
2025
Q3 		$304K Buy
+4,598
New +$305K ﹤0.01% 851

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
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

Foundations Investment Advisors's EZBC Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Franklin Bitcoin ETF (EZBC) in Q1 2026, closing a stake of 4,163 shares — an estimated $211K sold.

Foundations Investment Advisors first reported a position in EZBC in Q3 2025 and held it in 2 quarters. The position peaked at $304K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Franklin Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,163 Franklin Bitcoin ETF shares in Q1 2026, an estimated $211K.
  • Foundations Investment Advisors first reported a position in Franklin Bitcoin ETF in Q3 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Franklin Bitcoin ETF position peaked at $304K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.