HWM
EZPZ

HB Wealth Management’s Franklin Crypto Index ETF EZPZ Stock Holding History

HB Wealth Management’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
Q1 		– Sell
-17,203
Closed -$390K – 1601
2025
Q4 		$390K Buy
+17,203
New +$453K ﹤0.01% 1006

Other funds holding EZPZ

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

HB Wealth Management's EZPZ Position: Q1 2026 in Review

HB Wealth Management sold out of Franklin Crypto Index ETF (EZPZ) in Q1 2026, closing a stake of 17,203 shares — an estimated $390K sold.

HB Wealth Management first reported a position in EZPZ in Q4 2025 and held it in 1 quarter. The position peaked at $390K in Q4 2025. 10 funds tracked by Wall St. Rank hold EZPZ as of Q1 2026.

  • HB Wealth Management reported no remaining Franklin Crypto Index ETF position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 17,203 Franklin Crypto Index ETF shares in Q1 2026, an estimated $390K.
  • HB Wealth Management first reported a position in Franklin Crypto Index ETF in Q4 2025 and held it in 1 quarter.
  • HB Wealth Management's Franklin Crypto Index ETF position peaked at $390K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.