Advisors Capital Management’s SoFi Select 500 ETF SFY Stock Holding History

Advisors Capital 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	$9.76M	Buy	65,564 +7,762	+13%	+$1.11M	0.1%	175
2026 Q1	$7.21M	Sell	57,802 -78,726	-58%	-$10.3M	0.08%	185
2025 Q4	$18M	Buy	136,528 +25,534	+23%	+$3.36M	0.21%	130
2025 Q3	$14.3M	Buy	110,994 +26,713	+32%	+$3.3M	0.18%	140
2025 Q2	$9.96M	Buy	84,281 +40,824	+94%	+$4.36M	0.14%	155
2025 Q1	$4.43M	Buy	43,457 +37,457	+624%	+$4.08M	0.07%	201
2024 Q4	$653K	Buy	+6,000	New	+$655K	0.01%	341

Other funds holding SFY

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisors Capital Management's SFY Position: Q2 2026 in Review

Advisors Capital Management increased its SoFi Select 500 ETF (SFY) stake by 13% in Q2 2026, buying an estimated $1.11M and bringing the position to 65,564 shares worth $9.76M. The position accounts for 0.1% of the portfolio, ranked #175.

Advisors Capital Management first reported a position in SFY in Q4 2024 and has held it in 7 quarters since. The position peaked at $18M in Q4 2025. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Advisors Capital Management held 65,564 shares of SoFi Select 500 ETF worth $9.76M as of Q2 2026.
Advisors Capital Management bought 7,762 SoFi Select 500 ETF shares in Q2 2026, an estimated $1.11M.
SoFi Select 500 ETF made up 0.1% of Advisors Capital Management's portfolio in Q2 2026, its #175 holding.
Advisors Capital Management first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 7 quarters since.
Advisors Capital Management's SoFi Select 500 ETF position peaked at $18M in Q4 2025.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.