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Retirement Guys Formula’s Franklin Bitcoin ETF EZBC Stock Holding History

Retirement Guys Formula’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
Q1 		$1.12M Buy
28,523
+6,376
+29% +$282K 0.51% 84
2025
Q4 		$1.12M Buy
22,147
+4,441
+25% +$257K 0.51% 78
2025
Q3 		$1.17M Sell
17,706
-1,807
-9% -$120K 0.41% 76
2025
Q2 		$1.22M Sell
19,513
-4,708
-19% -$269K 0.46% 75
2025
Q1 		$1.16M Sell
24,221
-2,002
-8% -$108K 0.57% 70
2024
Q4 		$1.42M Buy
+26,223
New +$1.26M 0.72% 46

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Retirement Guys Formula's EZBC Position: Q1 2026 in Review

Retirement Guys Formula increased its Franklin Bitcoin ETF (EZBC) stake by 29% in Q1 2026, buying an estimated $282K and bringing the position to 28,523 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #84.

Retirement Guys Formula first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2024. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Retirement Guys Formula held 28,523 shares of Franklin Bitcoin ETF worth $1.12M as of Q1 2026.
  • Retirement Guys Formula bought 6,376 Franklin Bitcoin ETF shares in Q1 2026, an estimated $282K.
  • Franklin Bitcoin ETF made up 0.51% of Retirement Guys Formula's portfolio in Q1 2026, its #84 holding.
  • Retirement Guys Formula first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • Retirement Guys Formula's Franklin Bitcoin ETF position peaked at $1.42M in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.