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Independent Advisor Alliance’s Franklin Bitcoin ETF EZBC Stock Holding History

Independent Advisor Alliance’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
-6,373
Closed -$250K – 1206
2026
Q1 		$250K Buy
+6,373
New +$281K ﹤0.01% 1410

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

Independent Advisor Alliance's EZBC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Franklin Bitcoin ETF (EZBC) in Q2 2026, closing a stake of 6,373 shares — an estimated $250K sold.

Independent Advisor Alliance first reported a position in EZBC in Q1 2026 and held it in 1 quarter. The position peaked at $250K in Q1 2026. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Franklin Bitcoin ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,373 Franklin Bitcoin ETF shares in Q2 2026, an estimated $250K.
  • Independent Advisor Alliance first reported a position in Franklin Bitcoin ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Franklin Bitcoin ETF position peaked at $250K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.