IWC
EZBC icon

Integrated Wealth Concepts’s Franklin Bitcoin ETF EZBC Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-4,383
Closed -$222K – 2299
2025
Q4 		$222K Sell
4,383
-291
-6% -$16.9K ﹤0.01% 1465
2025
Q3 		$309K Buy
+4,674
New +$310K ﹤0.01% 1609

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

Integrated Wealth Concepts's EZBC Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Franklin Bitcoin ETF (EZBC) in Q1 2026, closing a stake of 4,383 shares — an estimated $222K sold.

Integrated Wealth Concepts first reported a position in EZBC in Q3 2025 and held it in 2 quarters. The position peaked at $309K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Franklin Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 4,383 Franklin Bitcoin ETF shares in Q1 2026, an estimated $222K.
  • Integrated Wealth Concepts first reported a position in Franklin Bitcoin ETF in Q3 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Franklin Bitcoin ETF position peaked at $309K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.