CWM
SOLZ

Copia Wealth Management’s Solana ETF SOLZ Stock Holding History

Copia Wealth Management’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
2025
Q4 		– Sell
-84
Closed -$1.86K – 539
2025
Q3 		$1.86K Buy
+84
New +$1.75K ﹤0.01% 409

Other funds holding SOLZ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
GDCM
Galaxy Digital Capital Management New York $94.5M AUM 116.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Copia Wealth Management's SOLZ Position: Q4 2025 in Review

Copia Wealth Management sold out of Solana ETF (SOLZ) in Q4 2025, closing a stake of 84 shares — an estimated $1.86K sold.

Copia Wealth Management first reported a position in SOLZ in Q3 2025 and held it in 1 quarter. The position peaked at $1.86K in Q3 2025. 38 funds tracked by Wall St. Rank hold SOLZ as of Q4 2025.

  • Copia Wealth Management reported no remaining Solana ETF position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 84 Solana ETF shares in Q4 2025, an estimated $1.86K.
  • Copia Wealth Management first reported a position in Solana ETF in Q3 2025 and held it in 1 quarter.
  • Copia Wealth Management's Solana ETF position peaked at $1.86K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Solana ETF as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.