AE Wealth Management’s SoFi Select 500 ETF SFY Stock Holding History

AE Wealth 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	$41.2K	Hold	330	–	–	﹤0.01%	2004
2025 Q4	$43.6K	Hold	330	–	–	﹤0.01%	1876
2025 Q3	$42.6K	Hold	330	–	–	﹤0.01%	1751
2025 Q2	$39K	Buy	+330	New	+$35.3K	﹤0.01%	1648
2024 Q1	–	Sell	-30,430	Closed	-$2.63M	–	1836
2023 Q4	$2.63M	Sell	30,430 -496	-2%	-$39.4K	0.01%	813
2023 Q3	$2.36M	Sell	30,926 -214	-0.7%	-$16.9K	0.01%	792
2023 Q2	$2.44M	Sell	31,140 -257	-0.8%	-$19K	0.01%	782
2023 Q1	$2.27M	Buy	31,397 +165	+0.5%	+$11.6K	0.01%	753
2022 Q4	$2.08M	Buy	31,232 +2,092	+7%	+$142K	0.02%	732
2022 Q3	$1.85M	Buy	29,140 +11,430	+65%	+$802K	0.01%	725
2022 Q2	$1.17M	Buy	17,710 +10,854	+158%	+$791K	0.01%	838
2022 Q1	$561K	Sell	6,856 -252	-4%	-$20.2K	﹤0.01%	1182
2021 Q4	$622K	Buy	7,108 +3,205	+82%	+$274K	﹤0.01%	1171
2021 Q3	$312K	Buy	3,903 +1,151	+42%	+$94.3K	﹤0.01%	1353
2021 Q2	$218K	Buy	+2,752	New	+$210K	﹤0.01%	1469

Other funds holding SFY

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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