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Valmark Advisers’s Franklin Bitcoin ETF EZBC Stock Holding History

Valmark Advisers’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
-3,576
Closed -$237K – 661
2025
Q3 		$237K Hold
3,576
– – ﹤0.01% 613
2025
Q2 		$223K Buy
+3,576
New +$204K ﹤0.01% 610

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $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
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 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 $9.12B AUM 42.07% 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 $654M AUM 22.95% 1-Year Est. Return

Valmark Advisers's EZBC Position: Q4 2025 in Review

Valmark Advisers sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 3,576 shares — an estimated $237K sold.

Valmark Advisers first reported a position in EZBC in Q2 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Valmark Advisers reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Valmark Advisers sold 3,576 Franklin Bitcoin ETF shares in Q4 2025, an estimated $237K.
  • Valmark Advisers first reported a position in Franklin Bitcoin ETF in Q2 2025 and held it in 2 quarters.
  • Valmark Advisers's Franklin Bitcoin ETF position peaked at $237K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.