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Sofi Select 500 Etf shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sofi Select 500 Etf by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $25k 169 149.38
2026-03-31 $21k 169 125.25
2025-12-31 $17k 126 132.16

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
LPL Financial
Goldman Sachs Group
Nova Wealth Management
Teamwork Financial Advisors
Susquehanna International
Flow Traders US
Mustico Financial Group
Wedbush Morgan Securities
Northwestern Mutual Wealth Management Company
Centric Wealth Management
FMR
Citadel Advisors
Bawa N Mallick Trust

View all funds holding Sofi Select 500 Etf