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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
Q2 		– Sell
-6,611
Closed -$259K – 151
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return
Franklin Resources
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

Horizon Wealth Management's EZBC Position: Q2 2026 in Review

Horizon Wealth Management sold out of Franklin Bitcoin ETF (EZBC) in Q2 2026, closing a stake of 6,611 shares — an estimated $259K sold.

Horizon Wealth Management first reported a position in EZBC in Q4 2024 and held it in 6 quarters. The position peaked at $614K in Q2 2025. 73 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Horizon Wealth Management reported no remaining Franklin Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Horizon Wealth Management sold 6,611 Franklin Bitcoin ETF shares in Q2 2026, an estimated $259K.
  • Horizon Wealth Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and held it in 6 quarters.
  • Horizon Wealth Management's Franklin Bitcoin ETF position peaked at $614K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.