Action Point Financial Planning’s SoFi Select 500 ETF SFY Stock Holding History

Action Point Financial Planning’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	$149	Buy	+1	New	+$143	﹤0.01%	2717

Other funds holding SFY

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NWM

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

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Action Point Financial Planning's SFY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SoFi Select 500 ETF (SFY) in Q2 2026: 1 share worth $149. The stake represents ﹤0.01% of the portfolio and ranks #2717 among its holdings.

61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Action Point Financial Planning held 1 share of SoFi Select 500 ETF worth $149 as of Q2 2026.
SoFi Select 500 ETF was a new Action Point Financial Planning position in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2717 holding.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.