Advisor Group’s SoFi Select 500 ETF SFY Stock Holding History

Advisor Group’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
2019 Q4	$13K	Hold	232	–	–	﹤0.01%	4193
2019 Q3	$12K	Buy	+232	New	+$11.9K	﹤0.01%	4252

Other funds holding SFY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Advisor Group's SFY Position: Q4 2019 in Review

Advisor Group held its SoFi Select 500 ETF (SFY) position steady in Q4 2019 at 232 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4193.

Advisor Group first reported a position in SFY in Q3 2019 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold SFY as of Q4 2019.

Advisor Group held 232 shares of SoFi Select 500 ETF worth $13K as of Q4 2019.
Advisor Group left its SoFi Select 500 ETF share count unchanged in Q4 2019.
SoFi Select 500 ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4193 holding.
Advisor Group first reported a position in SoFi Select 500 ETF in Q3 2019 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.