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 Q3	$1.41M	Sell	29,192 -632	-2%	-$26K	0.52%	67
2026 Q2	$1.01M	Buy	29,824 +1,301	+5%	+$54K	0.38%	92
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

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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Retirement Guys Formula's EZBC Position: Q3 2026 in Review

Retirement Guys Formula reduced its Franklin Bitcoin ETF (EZBC) stake by 2.1% in Q3 2026, selling an estimated $26K and leaving 29,192 shares worth $1.41M. The position accounts for 0.52% of the portfolio, ranked #67.

Retirement Guys Formula first reported a position in EZBC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.42M in Q4 2024. 77 funds tracked by Wall St. Rank hold EZBC as of Q3 2026.

Retirement Guys Formula held 29,192 shares of Franklin Bitcoin ETF worth $1.41M as of Q3 2026.
Retirement Guys Formula sold 632 Franklin Bitcoin ETF shares in Q3 2026, an estimated $26K.
Franklin Bitcoin ETF made up 0.52% of Retirement Guys Formula's portfolio in Q3 2026, its #67 holding.
Retirement Guys Formula first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Guys Formula's Franklin Bitcoin ETF position peaked at $1.42M in Q4 2024.
77 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.