Next Level Wealth Planning’s Franklin Bitcoin ETF EZBC Stock Holding History

Next Level 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	$18.1K	Buy	+375	New	+$15.4K	0.01%	279

Other funds holding EZBC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Next Level Wealth Planning's EZBC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Franklin Bitcoin ETF (EZBC) in Q3 2026: 375 shares worth $18.1K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

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

Next Level Wealth Planning held 375 shares of Franklin Bitcoin ETF worth $18.1K as of Q3 2026.
Franklin Bitcoin ETF was a new Next Level Wealth Planning position in Q3 2026.
Franklin Bitcoin ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #279 holding.
46 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.