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Meriwether Wealth & Planning’s Franklin Bitcoin ETF EZBC Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$966 Buy
+20
New +$823 ﹤0.01% 729

Other funds holding EZBC

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
UPWML
UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

Meriwether Wealth & Planning's EZBC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Franklin Bitcoin ETF (EZBC) in Q3 2026: 20 shares worth $966. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

7 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

  • Meriwether Wealth & Planning held 20 shares of Franklin Bitcoin ETF worth $966 as of Q3 2026.
  • Franklin Bitcoin ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • Franklin Bitcoin ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #729 holding.
  • 7 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.