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Sound Income Strategies’s Franklin Bitcoin ETF EZBC Stock Holding History

Sound Income Strategies’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
-170
Closed -$11.9K – 2530
2025
Q3 		$11.9K Buy
+170
New +$11.3K ﹤0.01% 960

Other funds holding EZBC

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $80B AUM 26.12% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 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 $408B AUM 30.18% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return

Sound Income Strategies's EZBC Position: Q4 2025 in Review

Sound Income Strategies sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 170 shares — an estimated $11.9K sold.

Sound Income Strategies first reported a position in EZBC in Q3 2025 and held it in 1 quarter. The position peaked at $11.9K in Q3 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Sound Income Strategies reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Sound Income Strategies sold 170 Franklin Bitcoin ETF shares in Q4 2025, an estimated $11.9K.
  • Sound Income Strategies first reported a position in Franklin Bitcoin ETF in Q3 2025 and held it in 1 quarter.
  • Sound Income Strategies's Franklin Bitcoin ETF position peaked at $11.9K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.