WA
EZPZ

Waverly Advisors’s Franklin Crypto Index ETF EZPZ Stock Holding History

Waverly Advisors’s Portfolio EZPZ Stock Details EZPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,888
Closed -$205K – 1847
2026
Q1 		$205K Hold
11,888
– – ﹤0.01% 1484
2025
Q4 		$269K Buy
11,888
+3,088
+35% +$81.4K ﹤0.01% 1262
2025
Q3 		$268K Hold
8,800
– – ﹤0.01% 1087
2025
Q2 		$237K Buy
+8,800
New +$216K ﹤0.01% 1064

Other funds holding EZPZ

OA
Oasis Advisors Forest City, Iowa $154M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Waverly Advisors's EZPZ Position: Q2 2026 in Review

Waverly Advisors sold out of Franklin Crypto Index ETF (EZPZ) in Q2 2026, closing a stake of 11,888 shares — an estimated $205K sold.

Waverly Advisors first reported a position in EZPZ in Q2 2025 and held it in 4 quarters. The position peaked at $269K in Q4 2025. 9 funds tracked by Wall St. Rank hold EZPZ as of Q2 2026.

  • Waverly Advisors reported no remaining Franklin Crypto Index ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 11,888 Franklin Crypto Index ETF shares in Q2 2026, an estimated $205K.
  • Waverly Advisors first reported a position in Franklin Crypto Index ETF in Q2 2025 and held it in 4 quarters.
  • Waverly Advisors's Franklin Crypto Index ETF position peaked at $269K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.