CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SoFi Select 500 ETF SFY Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-11
Closed -$1K – 3702
2022
Q2 		$1K Hold
11
– – ﹤0.01% 4740
2022
Q1 		$1K Buy
+11
New +$884 ﹤0.01% 4741

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's SFY Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of SoFi Select 500 ETF (SFY) in Q3 2022, closing a stake of 11 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in SFY in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 17 funds tracked by Wall St. Rank hold SFY as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining SoFi Select 500 ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 11 SoFi Select 500 ETF shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in SoFi Select 500 ETF in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's SoFi Select 500 ETF position peaked at $1K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.