IFP Advisors
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IFP Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

IFP 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
Q3 		$369K Buy
7,649
+28
+0.4% +$1.15K 0.01% 1216
2026
Q2 		$258K Buy
7,621
+57
+0.8% +$2.36K ﹤0.01% 1366
2026
Q1 		$296K Hold
7,564
– – 0.01% 1206
2025
Q4 		$383K Hold
7,564
– – 0.01% 1050
2025
Q3 		$501K Buy
+7,564
New +$502K 0.01% 862

Other funds holding EZBC

Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Rede Wealth
Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
First Financial Group
First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFP Advisors's EZBC Position: Q3 2026 in Review

IFP Advisors increased its Franklin Bitcoin ETF (EZBC) stake by 0.37% in Q3 2026, buying an estimated $1.15K and bringing the position to 7,649 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1216.

IFP Advisors first reported a position in EZBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $501K in Q3 2025. 13 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

  • IFP Advisors held 7,649 shares of Franklin Bitcoin ETF worth $369K as of Q3 2026.
  • IFP Advisors bought 28 Franklin Bitcoin ETF shares in Q3 2026, an estimated $1.15K.
  • Franklin Bitcoin ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1216 holding.
  • IFP Advisors first reported a position in Franklin Bitcoin ETF in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Franklin Bitcoin ETF position peaked at $501K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.