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
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

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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Waverly Advisors's EZPZ Position: Q1 2026 in Review

Waverly Advisors held its Franklin Crypto Index ETF (EZPZ) position steady in Q1 2026 at 11,888 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Waverly Advisors first reported a position in EZPZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $269K in Q4 2025. 10 funds tracked by Wall St. Rank hold EZPZ as of Q1 2026.

  • Waverly Advisors held 11,888 shares of Franklin Crypto Index ETF worth $205K as of Q1 2026.
  • Waverly Advisors left its Franklin Crypto Index ETF share count unchanged in Q1 2026.
  • Franklin Crypto Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1484 holding.
  • Waverly Advisors first reported a position in Franklin Crypto Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Franklin Crypto Index ETF position peaked at $269K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Franklin Crypto Index ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.