CAPTRUST Financial Advisors
SOLZ

CAPTRUST Financial Advisors’s Solana ETF SOLZ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SOLZ Stock Details SOLZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134K Buy
16,058
+5,046
+46% +$52.4K ﹤0.01% 2761
2025
Q4 		$140K Buy
+11,012
New +$184K ﹤0.01% 2574

Other funds holding SOLZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GDCM
Galaxy Digital Capital Management New York $94.5M AUM 116.81% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

CAPTRUST Financial Advisors's SOLZ Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Solana ETF (SOLZ) stake by 46% in Q1 2026, buying an estimated $52.4K and bringing the position to 16,058 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

CAPTRUST Financial Advisors first reported a position in SOLZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $140K in Q4 2025. 45 funds tracked by Wall St. Rank hold SOLZ as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,058 shares of Solana ETF worth $134K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,046 Solana ETF shares in Q1 2026, an estimated $52.4K.
  • Solana ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2761 holding.
  • CAPTRUST Financial Advisors first reported a position in Solana ETF in Q4 2025 and has held it in 2 quarters since.
  • CAPTRUST Financial Advisors's Solana ETF position peaked at $140K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Solana ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.