MWM
EZBC icon

Modern Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Modern Wealth Management’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
-3,900
Closed -$258K – 863
2025
Q3 		$258K Buy
+3,900
New +$259K 0.01% 691

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

Modern Wealth Management's EZBC Position: Q4 2025 in Review

Modern Wealth Management sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 3,900 shares — an estimated $258K sold.

Modern Wealth Management first reported a position in EZBC in Q3 2025 and held it in 1 quarter. The position peaked at $258K in Q3 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Modern Wealth Management reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 3,900 Franklin Bitcoin ETF shares in Q4 2025, an estimated $258K.
  • Modern Wealth Management first reported a position in Franklin Bitcoin ETF in Q3 2025 and held it in 1 quarter.
  • Modern Wealth Management's Franklin Bitcoin ETF position peaked at $258K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.