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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

IFP Advisors's EZBC Position: Q1 2026 in Review

IFP Advisors held its Franklin Bitcoin ETF (EZBC) position steady in Q1 2026 at 7,564 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1206.

IFP Advisors first reported a position in EZBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $501K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

IFP Advisors held 7,564 shares of Franklin Bitcoin ETF worth $296K as of Q1 2026.
IFP Advisors left its Franklin Bitcoin ETF share count unchanged in Q1 2026.
Franklin Bitcoin ETF made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #1206 holding.
IFP Advisors first reported a position in Franklin Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
IFP Advisors's Franklin Bitcoin ETF position peaked at $501K in Q3 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.