LWMI
EZET

Legacy Wealth Management (Idaho)’s Franklin Ethereum ETF EZET Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio EZET Stock Details EZET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-75
Closed -$1.19K – 1017
2026
Q1 		$1.19K Hold
75
– – ﹤0.01% 849
2025
Q4 		$1.69K Hold
75
– – ﹤0.01% 689
2025
Q3 		$2.37K Hold
75
– – ﹤0.01% 520
2025
Q2 		$1.44K Hold
75
– – ﹤0.01% 558
2025
Q1 		$1.04K Hold
75
– – ﹤0.01% 638
2024
Q4 		$1.47K Buy
+75
New +$1.75K ﹤0.01% 546

Other funds holding EZET

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
JE
Jacobs Equity Draper, Utah $145M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EZET Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Franklin Ethereum ETF (EZET) in Q2 2026, closing a stake of 75 shares — an estimated $1.19K sold.

Legacy Wealth Management (Idaho) first reported a position in EZET in Q4 2024 and held it in 6 quarters. The position peaked at $2.37K in Q3 2025. 14 funds tracked by Wall St. Rank hold EZET as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Franklin Ethereum ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 75 Franklin Ethereum ETF shares in Q2 2026, an estimated $1.19K.
  • Legacy Wealth Management (Idaho) first reported a position in Franklin Ethereum ETF in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Franklin Ethereum ETF position peaked at $2.37K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Franklin Ethereum ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.