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Western Wealth Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Western Wealth Management’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 		$223K Buy
5,690
+1,498
+36% +$66.2K 0.01% 887
2025
Q4 		$212K Buy
4,192
+983
+31% +$56.9K 0.01% 786
2025
Q3 		$212K Buy
+3,209
New +$213K 0.01% 716

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
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 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

Western Wealth Management's EZBC Position: Q1 2026 in Review

Western Wealth Management increased its Franklin Bitcoin ETF (EZBC) stake by 36% in Q1 2026, buying an estimated $66.2K and bringing the position to 5,690 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #887.

Western Wealth Management first reported a position in EZBC in Q3 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Western Wealth Management held 5,690 shares of Franklin Bitcoin ETF worth $223K as of Q1 2026.
  • Western Wealth Management bought 1,498 Franklin Bitcoin ETF shares in Q1 2026, an estimated $66.2K.
  • Franklin Bitcoin ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #887 holding.
  • Western Wealth Management first reported a position in Franklin Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.