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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
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

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

Westside Investment Management's EZBC Position: Q1 2026 in Review

Westside Investment Management held its Franklin Bitcoin ETF (EZBC) position steady in Q1 2026 at 65 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Westside Investment Management first reported a position in EZBC in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.3K in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Westside Investment Management held 65 shares of Franklin Bitcoin ETF worth $2.55K as of Q1 2026.
  • Westside Investment Management left its Franklin Bitcoin ETF share count unchanged in Q1 2026.
  • Franklin Bitcoin ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #1304 holding.
  • Westside Investment Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 6 quarters since.
  • Westside Investment Management's Franklin Bitcoin ETF position peaked at $4.3K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.