MA
SOLZ

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
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

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

Montag & Associates's SOLZ Position: Q2 2026 in Review

Montag & Associates reduced its Solana ETF (SOLZ) stake by 40% in Q2 2026, selling an estimated $8.96K and leaving 1,648 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Montag & Associates first reported a position in SOLZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $60.9K in Q3 2025. 32 funds tracked by Wall St. Rank hold SOLZ as of Q2 2026.

  • Montag & Associates held 1,648 shares of Solana ETF worth $12.2K as of Q2 2026.
  • Montag & Associates sold 1,103 Solana ETF shares in Q2 2026, an estimated $8.96K.
  • Solana ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #741 holding.
  • Montag & Associates first reported a position in Solana ETF in Q2 2025 and has held it in 5 quarters since.
  • Montag & Associates's Solana ETF position peaked at $60.9K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Solana ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.