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Horizon Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Horizon Wealth 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
2026
Q1 		$259K Hold
6,611
– – 0.04% 122
2025
Q4 		$335K Sell
6,611
-2,260
-25% -$131K 0.05% 95
2025
Q3 		$587K Sell
8,871
-970
-10% -$64.3K 0.09% 67
2025
Q2 		$614K Buy
9,841
+2,416
+33% +$138K 0.11% 50
2025
Q1 		$355K Buy
7,425
+1,007
+16% +$54.3K 0.06% 69
2024
Q4 		$348K Buy
+6,418
New +$309K 0.06% 68

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

Horizon Wealth Management's EZBC Position: Q1 2026 in Review

Horizon Wealth Management held its Franklin Bitcoin ETF (EZBC) position steady in Q1 2026 at 6,611 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #122.

Horizon Wealth Management first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $614K in Q2 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Horizon Wealth Management held 6,611 shares of Franklin Bitcoin ETF worth $259K as of Q1 2026.
  • Horizon Wealth Management left its Franklin Bitcoin ETF share count unchanged in Q1 2026.
  • Franklin Bitcoin ETF made up 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Horizon Wealth Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • Horizon Wealth Management's Franklin Bitcoin ETF position peaked at $614K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.