CCWM
FSOL

Cassaday & Co Wealth Management’s Fidelity Solana Fund FSOL Stock Holding History

Cassaday & Co Wealth Management’s Portfolio FSOL Stock Details FSOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$4.88K – 1453
2026
Q1 		$4.88K Buy
+500
New +$6K ﹤0.01% 972

Other funds holding FSOL

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
GFG
GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return
SA
Sunesis Advisors Overland Park, Kansas $242M AUM 15.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Cassaday & Co Wealth Management's FSOL Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Fidelity Solana Fund (FSOL) in Q2 2026, closing a stake of 500 shares — an estimated $4.88K sold.

Cassaday & Co Wealth Management first reported a position in FSOL in Q1 2026 and held it in 1 quarter. The position peaked at $4.88K in Q1 2026. 18 funds tracked by Wall St. Rank hold FSOL as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Fidelity Solana Fund position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 500 Fidelity Solana Fund shares in Q2 2026, an estimated $4.88K.
  • Cassaday & Co Wealth Management first reported a position in Fidelity Solana Fund in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Fidelity Solana Fund position peaked at $4.88K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Fidelity Solana Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.