CA
SBDS

Claro Advisors’s Solo Brands Inc SBDS Stock Holding History

Claro Advisors’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-280
Closed -$1.88K – 536
2025
Q1 		$1.88K Buy
+280
New +$8.58K ﹤0.01% 510

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Claro Advisors's SBDS Position: Q2 2025 in Review

Claro Advisors sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 280 shares — an estimated $1.88K sold.

Claro Advisors first reported a position in SBDS in Q1 2025 and held it in 1 quarter. The position peaked at $1.88K in Q1 2025. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Claro Advisors reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 280 Solo Brands Inc shares in Q2 2025, an estimated $1.88K.
  • Claro Advisors first reported a position in Solo Brands Inc in Q1 2025 and held it in 1 quarter.
  • Claro Advisors's Solo Brands Inc position peaked at $1.88K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.