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Sofi Select 500 Etf shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 Etf held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.0k 20 148.85

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JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Meta Platforms Cl A (META)
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Ishares Tr Core Msci Eafe (IEFA)

View all positions for Steward Partners Investment Advisory

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