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Summit Investment Advisory Services, LLC → EZBC

Summit Investment Advisory Services, LLC EZBC Position History

Franklin Bitcoin ETF • Financial Services

Quarters held
6
Latest value
$32.4M
Q3 2026
Peak value
$32.4M
First seen
Q2 2025

Dollar value over time

Show data table
PeriodPosition value
Q2 2025$24.7M
Q3 2025$26.9M
Q4 2025$28.1M
Q1 2026$28.8M
Q2 2026$31.9M
Q3 2026$32.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$32.4M1.14M——
Q2 2026$31.9M1.11M——
Q1 2026$28.8M1.00M——
Q4 2025$28.1M1.00M——
Q3 2025$26.9M971.4K——
Q2 2025$24.7M912.2K——

Other funds holding EZBC

Other Summit Investment Advisory Services, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND VALUE

$50.7M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$50.3M
COF-PN

CAPITAL GROUP GROWTH ETF

$45.5M
PPT

PUTNAM ETF TRUST

$45.2M
PPT

PUTNAM ETF TRUST

$44.1M
COF-PN

CAPITAL GROUP GROWTH ETF

$44.1M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$43.9M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$42.1M
Summit Investment Advisory Services, LLC EZBC Holdings: 13F Position History | Track13F