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Innovative Advisory Group, LLC’s Franklin Bitcoin ETF EZBC Stock Holding History

Innovative Advisory Group, LLC’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
-30
Closed -$1.99K – 251
2025
Q3 		$1.99K Hold
30
– – ﹤0.01% 196
2025
Q2 		$1.87K Hold
30
– – ﹤0.01% 191
2025
Q1 		$1.43K Hold
30
– – ﹤0.01% 181
2024
Q4 		$1.63K Buy
+30
New +$1.44K ﹤0.01% 169

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

Innovative Advisory Group, LLC's EZBC Position: Q4 2025 in Review

Innovative Advisory Group, LLC sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 30 shares — an estimated $1.99K sold.

Innovative Advisory Group, LLC first reported a position in EZBC in Q4 2024 and held it in 4 quarters. The position peaked at $1.99K in Q3 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Innovative Advisory Group, LLC reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 30 Franklin Bitcoin ETF shares in Q4 2025, an estimated $1.99K.
  • Innovative Advisory Group, LLC first reported a position in Franklin Bitcoin ETF in Q4 2024 and held it in 4 quarters.
  • Innovative Advisory Group, LLC's Franklin Bitcoin ETF position peaked at $1.99K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q4 2025, filed 23 Sep 2026.