Clearstead Advisors’s Franklin Solana ETF SOEZ Stock Holding History

Clearstead Advisors’s Portfolio SOEZ Stock Details SOEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54K	Buy	4,213 +2,514	+148%	+$35.2K	﹤0.01%	1479
2026 Q1	$24.2K	Buy	+1,699	New	+$29.7K	﹤0.01%	1410

Other funds holding SOEZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Advisors's SOEZ Position: Q2 2026 in Review

Clearstead Advisors increased its Franklin Solana ETF (SOEZ) stake by 148% in Q2 2026, buying an estimated $35.2K and bringing the position to 4,213 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Clearstead Advisors first reported a position in SOEZ in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SOEZ as of Q2 2026.

Clearstead Advisors held 4,213 shares of Franklin Solana ETF worth $54K as of Q2 2026.
Clearstead Advisors bought 2,514 Franklin Solana ETF shares in Q2 2026, an estimated $35.2K.
Franklin Solana ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1479 holding.
Clearstead Advisors first reported a position in Franklin Solana ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Franklin Solana ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.