Allied Private Wealth’s Solstice Advanced Materials SOLS Stock Holding History

Allied Private Wealth’s Portfolio SOLS Stock Details SOLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.77K	Buy	+29	New	+$2.39K	﹤0.01%	749

Other funds holding SOLS

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Werlinich Asset Management Stamford, Connecticut $262M AUM 80.66% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return