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Kestra Advisory Services’s Franklin Bitcoin ETF EZBC Stock Holding History

Kestra Advisory Services’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
-3,775
Closed -$191K – 3528
2025
Q4 		$191K Buy
+3,775
New +$219K ﹤0.01% 2927

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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

Kestra Advisory Services's EZBC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Franklin Bitcoin ETF (EZBC) in Q1 2026, closing a stake of 3,775 shares — an estimated $191K sold.

Kestra Advisory Services first reported a position in EZBC in Q4 2025 and held it in 1 quarter. The position peaked at $191K in Q4 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Franklin Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,775 Franklin Bitcoin ETF shares in Q1 2026, an estimated $191K.
  • Kestra Advisory Services first reported a position in Franklin Bitcoin ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Franklin Bitcoin ETF position peaked at $191K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.