SageView Advisory Group’s Franklin Solana ETF SOEZ Stock Holding History

SageView Advisory Group’s Portfolio SOEZ Stock Details SOEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-150	Closed	-$3.18K	–	2615
2025 Q4	$3.18K	Buy	+150	New	+$3.3K	﹤0.01%	2096

Other funds holding SOEZ

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SageView Advisory Group's SOEZ Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin Solana ETF (SOEZ) in Q1 2026, closing a stake of 150 shares — an estimated $3.18K sold.

SageView Advisory Group first reported a position in SOEZ in Q4 2025 and held it in 1 quarter. The position peaked at $3.18K in Q4 2025. 8 funds tracked by Wall St. Rank hold SOEZ as of Q1 2026.

SageView Advisory Group reported no remaining Franklin Solana ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 150 Franklin Solana ETF shares in Q1 2026, an estimated $3.18K.
SageView Advisory Group first reported a position in Franklin Solana ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Franklin Solana ETF position peaked at $3.18K in Q4 2025.
8 funds tracked by Wall St. Rank held Franklin Solana ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.