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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
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

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $1.07B AUM 39.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return