CIA
SFY icon

Concurrent Investment Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Concurrent Investment 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
2026
Q2 		$713K Sell
4,792
-3,363
-41% -$481K 0.01% 1191
2026
Q1 		$1.02M Buy
8,155
+147
+2% +$19.3K 0.01% 871
2025
Q4 		$1.06M Sell
8,008
-29,704
-79% -$3.91M 0.01% 802
2025
Q3 		$4.87M Buy
37,712
+74
+0.2% +$9.13K 0.08% 247
2025
Q2 		$4.45M Buy
37,638
+3,470
+10% +$371K 0.09% 244
2025
Q1 		$3.48M Buy
34,168
+264
+0.8% +$28.8K 0.08% 245
2024
Q4 		$3.69M Buy
+33,904
New +$3.7M 0.1% 207

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Concurrent Investment Advisors's SFY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its SoFi Select 500 ETF (SFY) stake by 41% in Q2 2026, selling an estimated $481K and leaving 4,792 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #1191.

Concurrent Investment Advisors first reported a position in SFY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.87M in Q3 2025. 28 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • Concurrent Investment Advisors held 4,792 shares of SoFi Select 500 ETF worth $713K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,363 SoFi Select 500 ETF shares in Q2 2026, an estimated $481K.
  • SoFi Select 500 ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1191 holding.
  • Concurrent Investment Advisors first reported a position in SoFi Select 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's SoFi Select 500 ETF position peaked at $4.87M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.