Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Franklin Solana Trust(SOEZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SOEZ
11/06/2026: SOEZ (1-star) is currently NOT-A-BUY. Pass it for now.
The Franklin Solana Trust (SOEZ) provides investors with regulated, brokerage-based exposure to the price of Solana. It offers the benefit of institutional custody through Franklin Templeton, removing the security risks of self-managed digital wallets. While it simplifies access to this volatile asset class, investors should be aware of the lack of staking yield and the inherent risks of the cryptocurrency sector. It is best suited for aggressive, growth-focused investors who can tolerate high market volatility and regulatory uncertainty.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Solana represents a high-growth technological asset within the emerging digital finance sector. |
| Momentum investor | Strong fit while signal remains positive | Crypto assets often exhibit strong momentum trends that active traders can capitalize on. |
| Value investor | Weak fit | Valuing digital assets is subjective and lacks traditional fundamental metrics like P/E ratios. |
| Dividend/Income investor | Weak fit | The fund does not generate yield or pay dividends. |
| Low-risk investor | Weak fit | The extreme volatility of cryptocurrency assets is unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking speculative growth and digital asset exposure within a regulated framework.
Suitability
Best suited for growth-oriented investors with high risk tolerance; not appropriate for conservative or income-focused portfolios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Cryptocurrency prices can experience significant, rapid fluctuations in short timeframes. |
| Market risk | High | The entire digital asset class is subject to sudden changes in market sentiment and regulatory status. |
| Concentration | High | The fund is concentrated in a single digital asset, offering no inherent diversification. |
| Tracking/expense | Medium | Management fees and custody costs can impact long-term returns relative to holding the asset directly. |
| Liquidity | Medium | Secondary market liquidity may be lower than broad-market index funds. |
| Business/sector quality | Medium | The long-term viability of the Solana blockchain network is essential to the value of the investment. |
Risk Analysis
Volatility
Extremely high, consistent with the broader cryptocurrency market.
Market Risk
High exposure to systemic risks within the blockchain and digital asset sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Commodity | Solana (SOL) | 99.5 | This asset provides direct exposure to the Solana blockchain network's native token performance. |
| Cash/collateral | USD Cash | 0.5 | Small cash reserves are maintained to facilitate fund operations and administrative fee payments. |
Analysis of Past Performance
Type ETF | Historic Profit -1.3% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.