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Vance Wealth’s Franklin Bitcoin ETF EZBC Stock Holding History

Vance Wealth’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 		$2.89M Buy
73,635
+23,915
+48% +$1.06M 0.83% 29
2025
Q4 		$2.52M Buy
49,720
+31,704
+176% +$1.84M 0.75% 30
2025
Q3 		$1.19M Buy
18,016
+3,816
+27% +$253K 0.37% 47
2025
Q2 		$886K Buy
14,200
+2,699
+23% +$154K 0.3% 55
2025
Q1 		$549K Buy
+11,501
New +$621K 0.21% 60

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vance Wealth's EZBC Position: Q1 2026 in Review

Vance Wealth increased its Franklin Bitcoin ETF (EZBC) stake by 48% in Q1 2026, buying an estimated $1.06M and bringing the position to 73,635 shares worth $2.89M. The position accounts for 0.83% of the portfolio, ranked #29.

Vance Wealth first reported a position in EZBC in Q1 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Vance Wealth held 73,635 shares of Franklin Bitcoin ETF worth $2.89M as of Q1 2026.
  • Vance Wealth bought 23,915 Franklin Bitcoin ETF shares in Q1 2026, an estimated $1.06M.
  • Franklin Bitcoin ETF made up 0.83% of Vance Wealth's portfolio in Q1 2026, its #29 holding.
  • Vance Wealth first reported a position in Franklin Bitcoin ETF in Q1 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.