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 Q2	$2.59M	Buy	76,270 +2,635	+4%	+$109K	0.58%	41
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

RPTC Inc Jackson, Wyoming $594M AUM 9.89% 1-Year Est. Return

Vance Wealth's EZBC Position: Q2 2026 in Review

Vance Wealth increased its Franklin Bitcoin ETF (EZBC) stake by 3.6% in Q2 2026, buying an estimated $109K and bringing the position to 76,270 shares worth $2.59M. The position accounts for 0.58% of the portfolio, ranked #41.

Vance Wealth first reported a position in EZBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.89M in Q1 2026. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Vance Wealth held 76,270 shares of Franklin Bitcoin ETF worth $2.59M as of Q2 2026.
Vance Wealth bought 2,635 Franklin Bitcoin ETF shares in Q2 2026, an estimated $109K.
Franklin Bitcoin ETF made up 0.58% of Vance Wealth's portfolio in Q2 2026, its #41 holding.
Vance Wealth first reported a position in Franklin Bitcoin ETF in Q1 2025 and has held it in 6 quarters since.
Vance Wealth's Franklin Bitcoin ETF position peaked at $2.89M in Q1 2026.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.