Annapolis Financial Services’s SoFi Select 500 ETF SFY Stock Holding History

Annapolis Financial Services’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
2024 Q3	$8.27K	Hold	80	–	–	﹤0.01%	298
2024 Q2	$7.91K	Hold	80	–	–	﹤0.01%	292
2024 Q1	$7.42K	Hold	80	–	–	﹤0.01%	294
2023 Q4	$6.74K	Hold	80	–	–	﹤0.01%	379
2023 Q3	$6.09K	Hold	80	–	–	﹤0.01%	381
2023 Q2	$6.23K	Hold	80	–	–	﹤0.01%	379
2023 Q1	$5.75K	Hold	80	–	–	﹤0.01%	356
2022 Q4	$5.29K	Hold	80	–	–	﹤0.01%	354
2022 Q3	$5K	Buy	+80	New	+$5.61K	﹤0.01%	400

Other funds holding SFY

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

TFA

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Annapolis Financial Services's SFY Position: Q3 2024 in Review

Annapolis Financial Services held its SoFi Select 500 ETF (SFY) position steady in Q3 2024 at 80 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Annapolis Financial Services first reported a position in SFY in Q3 2022 and has held it in 9 quarters since. 27 funds tracked by Wall St. Rank hold SFY as of Q3 2024.

Annapolis Financial Services held 80 shares of SoFi Select 500 ETF worth $8.27K as of Q3 2024.
Annapolis Financial Services left its SoFi Select 500 ETF share count unchanged in Q3 2024.
SoFi Select 500 ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #298 holding.
Annapolis Financial Services first reported a position in SoFi Select 500 ETF in Q3 2022 and has held it in 9 quarters since.
27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.