EPG
SOLZ

Estate Planners Group’s Solana ETF SOLZ Stock Holding History

Estate Planners Group’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
Q2 		$160K Sell
21,723
-2,301
-10% -$18.7K 0.07% 70
2026
Q1 		$201K Buy
24,024
+7,203
+43% +$74.8K 0.1% 71
2025
Q4 		$214K Buy
+16,821
New +$281K 0.09% 72

Other funds holding SOLZ

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Estate Planners Group's SOLZ Position: Q2 2026 in Review

Estate Planners Group reduced its Solana ETF (SOLZ) stake by 9.6% in Q2 2026, selling an estimated $18.7K and leaving 21,723 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #70.

Estate Planners Group first reported a position in SOLZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 32 funds tracked by Wall St. Rank hold SOLZ as of Q2 2026.

  • Estate Planners Group held 21,723 shares of Solana ETF worth $160K as of Q2 2026.
  • Estate Planners Group sold 2,301 Solana ETF shares in Q2 2026, an estimated $18.7K.
  • Solana ETF made up 0.07% of Estate Planners Group's portfolio in Q2 2026, its #70 holding.
  • Estate Planners Group first reported a position in Solana ETF in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Solana ETF position peaked at $214K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Solana ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.