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Retirement Planning Group, LLC → EZBC

Retirement Planning Group, LLC EZBC Position History

Franklin Bitcoin ETF • Financial Services

Quarters held
5
Latest value
$271.5M
Q3 2026
Peak value
$271.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$178.5M
Q4 2025$193.1M
Q1 2026$225.3M
Q2 2026$260.6M
Q3 2026$271.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$271.5M6.36M——
Q2 2026$260.6M6.10M——
Q1 2026$225.3M5.66M——
Q4 2025$193.1M4.96M——
Q3 2025$178.5M4.78M——

Other funds holding EZBC

Other Retirement Planning Group, LLC positions

VGES

VANGUARD INDEX FDS

$362.3M
VGES

VANGUARD INDEX FDS

$348.6M
VGES

VANGUARD INDEX FDS

$325.3M
BTCW

WISDOMTREE TR

$316.9M
VGES

VANGUARD INDEX FDS

$306.3M
BTCW

WISDOMTREE TR

$299.8M
VGES

VANGUARD INDEX FDS

$292M
BTCW

WISDOMTREE TR

$247.2M