Oak Barrel Wealth Advisory’s Franklin Bitcoin ETF EZBC Stock Holding History

Oak Barrel Wealth Advisory’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 Q2	$388K	Buy	+11,441	New	+$475K	0.17%	62

Other funds holding EZBC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

Oak Barrel Wealth Advisory's EZBC Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Franklin Bitcoin ETF (EZBC) in Q2 2026: 11,441 shares worth $388K. The stake represents 0.17% of the portfolio and ranks #62 among its holdings.

74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Oak Barrel Wealth Advisory held 11,441 shares of Franklin Bitcoin ETF worth $388K as of Q2 2026.
Franklin Bitcoin ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Franklin Bitcoin ETF made up 0.17% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #62 holding.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.