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Allworth Financial’s SoFi Select 500 ETF SFY Stock Holding History

Allworth Financial’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 		– Sell
-110
Closed -$13.7K – 5372
2026
Q1 		$13.7K Buy
+110
New +$14.4K ﹤0.01% 3267

Other funds holding SFY

SW
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
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
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Allworth Financial's SFY Position: Q2 2026 in Review

Allworth Financial sold out of SoFi Select 500 ETF (SFY) in Q2 2026, closing a stake of 110 shares — an estimated $13.7K sold.

Allworth Financial first reported a position in SFY in Q1 2026 and held it in 1 quarter. The position peaked at $13.7K in Q1 2026. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • Allworth Financial reported no remaining SoFi Select 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 110 SoFi Select 500 ETF shares in Q2 2026, an estimated $13.7K.
  • Allworth Financial first reported a position in SoFi Select 500 ETF in Q1 2026 and held it in 1 quarter.
  • Allworth Financial's SoFi Select 500 ETF position peaked at $13.7K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.