EF
SFY icon

Empowered Funds’s SoFi Select 500 ETF SFY Stock Holding History

Empowered Funds’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
2024
Q3 		– Sell
-232,117
Closed -$23M – 1446
2024
Q2 		$23M Buy
+232,117
New +$21.9M 0.4% 31

Other funds holding SFY

SW
SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Empowered Funds's SFY Position: Q3 2024 in Review

Empowered Funds sold out of SoFi Select 500 ETF (SFY) in Q3 2024, closing a stake of 232,117 shares — an estimated $23M sold.

Empowered Funds first reported a position in SFY in Q2 2024 and held it in 1 quarter. The position peaked at $23M in Q2 2024. 27 funds tracked by Wall St. Rank hold SFY as of Q3 2024.

  • Empowered Funds reported no remaining SoFi Select 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Empowered Funds sold 232,117 SoFi Select 500 ETF shares in Q3 2024, an estimated $23M.
  • Empowered Funds first reported a position in SoFi Select 500 ETF in Q2 2024 and held it in 1 quarter.
  • Empowered Funds's SoFi Select 500 ETF position peaked at $23M in Q2 2024.
  • 27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2024.

Based on Empowered Funds's 13F filing for Q3 2024, filed 6 Nov 2024.