Montag & Associates
SOLZ icon

Montag & Associates’s Solana ETF SOLZ Stock Holding History

Montag & Associates’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
Q3 		$19.2K Hold
1,648
– – ﹤0.01% 722
2026
Q2 		$12.2K Sell
1,648
-1,103
-40% -$8.96K ﹤0.01% 741
2026
Q1 		$23K Hold
2,751
– – ﹤0.01% 668
2025
Q4 		$35K Hold
2,751
– – ﹤0.01% 641
2025
Q3 		$60.9K Buy
2,751
+1,654
+151% +$34.5K ﹤0.01% 558
2025
Q2 		$19.3K Buy
+1,097
New +$18.5K ﹤0.01% 684

Other funds holding SOLZ

Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
ARP Global Capital
ARP Global Capital Dubai $681M AUM 95.08% 1-Year Est. Return
Purpose Unlimited Inc
Purpose Unlimited Inc Toronto $2.8B AUM 19.62% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return
Vienna Asset Management
Vienna Asset Management Saratoga, California $160M AUM 3.76% 1-Year Est. Return
Rye Brook Capital
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

Montag & Associates's SOLZ Position: Q3 2026 in Review

Montag & Associates held its Solana ETF (SOLZ) position steady in Q3 2026 at 1,648 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Montag & Associates first reported a position in SOLZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $60.9K in Q3 2025. 31 funds tracked by Wall St. Rank hold SOLZ as of Q3 2026.

  • Montag & Associates held 1,648 shares of Solana ETF worth $19.2K as of Q3 2026.
  • Montag & Associates left its Solana ETF share count unchanged in Q3 2026.
  • Solana ETF made up ﹤0.01% of Montag & Associates's portfolio in Q3 2026, its #722 holding.
  • Montag & Associates first reported a position in Solana ETF in Q2 2025 and has held it in 6 quarters since.
  • Montag & Associates's Solana ETF position peaked at $60.9K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Solana ETF as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.