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Concord Wealth Partners’s SoFi Select 500 ETF SFY Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-169
Closed -$22.3K – 675
2025
Q4 		$22.3K Hold
169
– – ﹤0.01% 426
2025
Q3 		$21.8K Hold
169
– – ﹤0.01% 447
2025
Q2 		$20K Hold
169
– – ﹤0.01% 460
2025
Q1 		$17.2K Hold
169
– – ﹤0.01% 448
2024
Q4 		$18.4K Hold
169
– – ﹤0.01% 471
2024
Q3 		$17.6K Hold
169
– – ﹤0.01% 493
2024
Q2 		$16.8K Hold
169
– – ﹤0.01% 453
2024
Q1 		$15.8K Buy
+169
New +$14.9K ﹤0.01% 519

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
MFG
Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return