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James J. Burns & Company’s Franklin Bitcoin ETF EZBC Stock Holding History

James J. Burns & Company’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
2025
Q4 		– Sell
-3,887
Closed -$257K – 165
2025
Q3 		$257K Hold
3,887
– – 0.04% 140
2025
Q2 		$243K Buy
+3,887
New +$222K 0.04% 135
2025
Q1 		– Sell
-3,887
Closed -$210K – 145
2024
Q4 		$210K Buy
+3,887
New +$187K 0.04% 141

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

James J. Burns & Company's EZBC Position: Q4 2025 in Review

James J. Burns & Company sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 3,887 shares — an estimated $257K sold.

James J. Burns & Company first reported a position in EZBC in Q4 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • James J. Burns & Company reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • James J. Burns & Company sold 3,887 Franklin Bitcoin ETF shares in Q4 2025, an estimated $257K.
  • James J. Burns & Company first reported a position in Franklin Bitcoin ETF in Q4 2024 and held it in 3 quarters.
  • James J. Burns & Company's Franklin Bitcoin ETF position peaked at $257K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on James J. Burns & Company's 13F filing for Q4 2025, filed 23 Jan 2026.