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Strategic Wealth Partners’s Franklin Bitcoin ETF EZBC Stock Holding History

Strategic Wealth Partners’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 		– Sell
-1,620
Closed -$82K – 1503
2025
Q4 		$82K Hold
1,620
– – 0.01% 438
2025
Q3 		$107K Hold
1,620
– – 0.01% 426
2025
Q2 		$101K Buy
+1,620
New +$92.5K 0.01% 393

Other funds holding EZBC

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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

Strategic Wealth Partners's EZBC Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Franklin Bitcoin ETF (EZBC) in Q1 2026, closing a stake of 1,620 shares — an estimated $82K sold.

Strategic Wealth Partners first reported a position in EZBC in Q2 2025 and held it in 3 quarters. The position peaked at $107K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Franklin Bitcoin ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,620 Franklin Bitcoin ETF shares in Q1 2026, an estimated $82K.
  • Strategic Wealth Partners first reported a position in Franklin Bitcoin ETF in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Franklin Bitcoin ETF position peaked at $107K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.