American Capital Advisory’s SoFi Select 500 ETF SFY Stock Holding History

American Capital Advisory’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	$906	Hold	6	–	–	﹤0.01%	816
2026 Q1	$756	Hold	6	–	–	﹤0.01%	761
2025 Q4	$801	Buy	6 +3	+100%	+$395	﹤0.01%	647
2025 Q3	$391	Hold	3	–	–	﹤0.01%	752
2025 Q2	$358	Sell	3 -1	-25%	-$107	﹤0.01%	695
2025 Q1	$410	Hold	4	–	–	﹤0.01%	550
2024 Q4	$437	Buy	+4	New	+$437	﹤0.01%	440

Other funds holding SFY

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $714M AUM 21.49% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

American Capital Advisory's SFY Position: Q2 2026 in Review

American Capital Advisory held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 6 shares worth $906. The position accounts for ﹤0.01% of the portfolio, ranked #816.

American Capital Advisory first reported a position in SFY in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

American Capital Advisory held 6 shares of SoFi Select 500 ETF worth $906 as of Q2 2026.
American Capital Advisory left its SoFi Select 500 ETF share count unchanged in Q2 2026.
SoFi Select 500 ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #816 holding.
American Capital Advisory first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.