Cetera Investment Advisers’s SoFi Select 500 ETF SFY Stock Holding History

Cetera Investment Advisers’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	$486K	Buy	3,265 +19	+0.6%	+$2.72K	﹤0.01%	3723
2026 Q1	$405K	Buy	3,246 +36	+1%	+$4.72K	﹤0.01%	3710
2025 Q4	$424K	Sell	3,210 -50	-2%	-$6.58K	﹤0.01%	3582
2025 Q3	$421K	Buy	3,260 +1,055	+48%	+$130K	﹤0.01%	3513
2025 Q2	$260K	Buy	+2,205	New	+$236K	﹤0.01%	3513

Other funds holding SFY

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

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

Cetera Investment Advisers's SFY Position: Q2 2026 in Review

Cetera Investment Advisers increased its SoFi Select 500 ETF (SFY) stake by 0.59% in Q2 2026, buying an estimated $2.72K and bringing the position to 3,265 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #3723.

Cetera Investment Advisers first reported a position in SFY in Q2 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Cetera Investment Advisers held 3,265 shares of SoFi Select 500 ETF worth $486K as of Q2 2026.
Cetera Investment Advisers bought 19 SoFi Select 500 ETF shares in Q2 2026, an estimated $2.72K.
SoFi Select 500 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3723 holding.
Cetera Investment Advisers first reported a position in SoFi Select 500 ETF in Q2 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.