Westside Investment Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Westside Investment 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 Q2	$2.21K	Hold	65	–	–	﹤0.01%	1328
2026 Q1	$2.55K	Hold	65	–	–	﹤0.01%	1304
2025 Q4	$3.29K	Hold	65	–	–	﹤0.01%	1267
2025 Q3	$4.3K	Hold	65	–	–	﹤0.01%	1279
2025 Q2	$4.06K	Hold	65	–	–	﹤0.01%	1167
2025 Q1	$3.1K	Hold	65	–	–	﹤0.01%	848
2024 Q4	$3.52K	Buy	+65	New	+$3.13K	﹤0.01%	830

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

Vance Wealth Santa Clarita, California $444M AUM 23.83% 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

Westside Investment Management's EZBC Position: Q2 2026 in Review

Westside Investment Management held its Franklin Bitcoin ETF (EZBC) position steady in Q2 2026 at 65 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Westside Investment Management first reported a position in EZBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.3K in Q3 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Westside Investment Management held 65 shares of Franklin Bitcoin ETF worth $2.21K as of Q2 2026.
Westside Investment Management left its Franklin Bitcoin ETF share count unchanged in Q2 2026.
Franklin Bitcoin ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1328 holding.
Westside Investment Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
Westside Investment Management's Franklin Bitcoin ETF position peaked at $4.3K in Q3 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.