Great Waters Wealth Management’s Solstice Advanced Materials SOLS Stock Holding History

Great Waters Wealth Management’s Portfolio SOLS Stock Details SOLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Buy	4,232 +1	+0%	+$82	0.03%	88
2026 Q1	$322K	Hold	4,231	–	–	0.03%	87
2025 Q4	$206K	Buy	+4,231	New	+$199K	0.02%	113

Other funds holding SOLS

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return