SIA
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Soltis Investment Advisors’s Pool Corp POOL Stock Holding History

Soltis Investment Advisors’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$437K Buy
2,161
+755
+54% +$178K 0.03% 364
2025
Q4 		$322K Buy
+1,406
New +$366K 0.02% 391
2025
Q3 		– Sell
-1,422
Closed -$414K – 486
2025
Q2 		$414K Buy
1,422
+263
+23% +$79.5K 0.03% 277
2025
Q1 		$369K Buy
1,159
+206
+22% +$69.9K 0.03% 274
2024
Q4 		$325K Sell
953
-145
-13% -$52.8K 0.03% 276
2024
Q3 		$414K Sell
1,098
-151
-12% -$52.2K 0.04% 243
2024
Q2 		$384K Buy
+1,249
New +$452K 0.04% 236

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BlackRock
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T. Rowe Price Investment Management
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VCM
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Morgan Stanley
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VPM
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return