Creative Planning’s SoFi Select 500 ETF SFY Stock Holding History

Creative Planning’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	$224K	Sell	1,502 -328	-18%	-$46.9K	﹤0.01%	3798
2026 Q1	$228K	Hold	1,830	–	–	﹤0.01%	3643
2025 Q4	$242K	Sell	1,830 -139	-7%	-$18.3K	﹤0.01%	3402
2025 Q3	$254K	Buy	1,969 +58	+3%	+$7.16K	﹤0.01%	3279
2025 Q2	$226K	Buy	+1,911	New	+$204K	﹤0.01%	3134

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

Creative Planning's SFY Position: Q2 2026 in Review

Creative Planning reduced its SoFi Select 500 ETF (SFY) stake by 18% in Q2 2026, selling an estimated $46.9K and leaving 1,502 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

Creative Planning first reported a position in SFY in Q2 2025 and has held it in 5 quarters since. The position peaked at $254K in Q3 2025. 62 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

Creative Planning held 1,502 shares of SoFi Select 500 ETF worth $224K as of Q2 2026.
Creative Planning sold 328 SoFi Select 500 ETF shares in Q2 2026, an estimated $46.9K.
SoFi Select 500 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3798 holding.
Creative Planning first reported a position in SoFi Select 500 ETF in Q2 2025 and has held it in 5 quarters since.
Creative Planning's SoFi Select 500 ETF position peaked at $254K in Q3 2025.
62 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.