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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GDCM
Galaxy Digital Capital Management New York $94.5M AUM 116.81% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return

Estate Planners Group's SOLZ Position: Q1 2026 in Review

Estate Planners Group increased its Solana ETF (SOLZ) stake by 43% in Q1 2026, buying an estimated $74.8K and bringing the position to 24,024 shares worth $201K. The position accounts for 0.1% of the portfolio, ranked #71.

Estate Planners Group first reported a position in SOLZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $214K in Q4 2025. 45 funds tracked by Wall St. Rank hold SOLZ as of Q1 2026.

  • Estate Planners Group held 24,024 shares of Solana ETF worth $201K as of Q1 2026.
  • Estate Planners Group bought 7,203 Solana ETF shares in Q1 2026, an estimated $74.8K.
  • Solana ETF made up 0.1% of Estate Planners Group's portfolio in Q1 2026, its #71 holding.
  • Estate Planners Group first reported a position in Solana ETF in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Solana ETF position peaked at $214K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Solana ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.