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 Q2	$49.1K	Hold	330	–	–	﹤0.01%	2096
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 $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 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

AE Wealth Management's SFY Position: Q2 2026 in Review

AE Wealth Management held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 330 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

AE Wealth Management first reported a position in SFY in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.63M in Q4 2023. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

AE Wealth Management held 330 shares of SoFi Select 500 ETF worth $49.1K as of Q2 2026.
AE Wealth Management left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2096 holding.
AE Wealth Management first reported a position in SoFi Select 500 ETF in Q2 2021 and has held it in 16 quarters since.
AE Wealth Management's SoFi Select 500 ETF position peaked at $2.63M in Q4 2023.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.