SWGLO
EZBC icon

Summit Wealth Group, LLC/OK’s Franklin Bitcoin ETF EZBC Stock Holding History

Summit Wealth Group, LLC/OK’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 		$396K Sell
8,193
-2,652
-24% -$109K 0.67% 36
2026
Q2 		$368K Sell
10,845
-980
-8% -$40.7K 0.48% 39
2026
Q1 		$463K Buy
11,825
+1,458
+14% +$64.4K 0.65% 36
2025
Q4 		$525K Buy
+10,367
New +$601K 0.54% 39

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Tuttle Capital Management
Tuttle Capital Management Riverside, Connecticut $230M AUM 58.79% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Retirement Guys Formula
Retirement Guys Formula Maumee, Ohio $269M AUM 17.17% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Rede Wealth
Rede Wealth Charlottesville, Virginia $304M AUM 9.74% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Summit Wealth Group, LLC/OK's EZBC Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Franklin Bitcoin ETF (EZBC) stake by 24% in Q3 2026, selling an estimated $109K and leaving 8,193 shares worth $396K. The position accounts for 0.67% of the portfolio, ranked #36.

Summit Wealth Group, LLC/OK first reported a position in EZBC in Q4 2025 and has held it in 4 quarters since. The position peaked at $525K in Q4 2025. 55 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 8,193 shares of Franklin Bitcoin ETF worth $396K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 2,652 Franklin Bitcoin ETF shares in Q3 2026, an estimated $109K.
  • Franklin Bitcoin ETF made up 0.67% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #36 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Franklin Bitcoin ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Franklin Bitcoin ETF position peaked at $525K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.