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Sofi Select 500 Etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 Etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $43k 330 129.19
2025-06-30 $39k 330 118.13

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
Concurrent Investment Advisors
Citadel Advisors
LPL Financial
Susquehanna International
Royal Bank of Canada
Teamwork Financial Advisors
Toroso Investments
Nova Wealth Management
Mustico Financial Group
Northwestern Mutual Wealth Management Company
Wedbush Morgan Securities
Centric Wealth Management
FMR

View all funds holding Sofi Select 500 Etf