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Belpointe Asset Management’s SoFi Select 500 ETF SFY Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-3
Closed -$217 – 2882
2023
Q1 		$217 Buy
+3
New +$210 ﹤0.01% 3667

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belpointe Asset Management's SFY Position: Q2 2023 in Review

Belpointe Asset Management sold out of SoFi Select 500 ETF (SFY) in Q2 2023, closing a stake of 3 shares — an estimated $217 sold.

Belpointe Asset Management first reported a position in SFY in Q1 2023 and held it in 1 quarter. The position peaked at $217 in Q1 2023. 17 funds tracked by Wall St. Rank hold SFY as of Q2 2023.

  • Belpointe Asset Management reported no remaining SoFi Select 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3 SoFi Select 500 ETF shares in Q2 2023, an estimated $217.
  • Belpointe Asset Management first reported a position in SoFi Select 500 ETF in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's SoFi Select 500 ETF position peaked at $217 in Q1 2023.
  • 17 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.