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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.96M	Buy	84,281 +40,824	+94%	+$4.82M	0.14%	155
2025 Q1	$4.43M	Buy	43,457 +37,457	+624%	+$3.82M	0.07%	201
2024 Q4	$653K	Buy	+6,000	New	+$653K	0.01%	341