Abound Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History

Abound Wealth Management’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.1K	Sell	41 -1	-2%	-$143	﹤0.01%	562
2026 Q1	$5.24K	Buy	42 +1	+2%	+$131	﹤0.01%	718
2025 Q4	$5.42K	Hold	41	–	–	﹤0.01%	654
2025 Q3	$5.3K	Hold	41	–	–	﹤0.01%	631
2025 Q2	$4.84K	Buy	+41	New	+$4.38K	﹤0.01%	579

Other funds holding SFY

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return