VWA
SOLZ

Visionary Wealth Advisors’s Solana ETF SOLZ Stock Holding History

Visionary Wealth Advisors’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
Q1 		$117K Buy
14,010
+800
+6% +$8.3K 0.01% 628
2025
Q4 		$168K Buy
13,210
+1,760
+15% +$29.4K 0.01% 596
2025
Q3 		$253K Buy
+11,450
New +$239K 0.01% 528

Other funds holding SOLZ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GDCM
Galaxy Digital Capital Management New York $94.5M AUM 116.81% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Visionary Wealth Advisors's SOLZ Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Solana ETF (SOLZ) stake by 6.1% in Q1 2026, buying an estimated $8.3K and bringing the position to 14,010 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #628.

Visionary Wealth Advisors first reported a position in SOLZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q3 2025. 45 funds tracked by Wall St. Rank hold SOLZ as of Q1 2026.

  • Visionary Wealth Advisors held 14,010 shares of Solana ETF worth $117K as of Q1 2026.
  • Visionary Wealth Advisors bought 800 Solana ETF shares in Q1 2026, an estimated $8.3K.
  • Solana ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #628 holding.
  • Visionary Wealth Advisors first reported a position in Solana ETF in Q3 2025 and has held it in 3 quarters since.
  • Visionary Wealth Advisors's Solana ETF position peaked at $253K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Solana ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.