Financial Engines Advisors
SFY icon

Financial Engines Advisors’s SoFi Select 500 ETF SFY Stock Holding History

Financial Engines 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 		$230K Sell
1,544
-99
-6% -$14.2K ﹤0.01% 523
2026
Q1 		$205K Sell
1,643
-74
-4% -$9.7K ﹤0.01% 514
2025
Q4 		$227K Buy
+1,717
New +$226K ﹤0.01% 509

Other funds holding SFY

SW
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
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
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Financial Engines Advisors's SFY Position: Q2 2026 in Review

Financial Engines Advisors reduced its SoFi Select 500 ETF (SFY) stake by 6% in Q2 2026, selling an estimated $14.2K and leaving 1,544 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Financial Engines Advisors first reported a position in SFY in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • Financial Engines Advisors held 1,544 shares of SoFi Select 500 ETF worth $230K as of Q2 2026.
  • Financial Engines Advisors sold 99 SoFi Select 500 ETF shares in Q2 2026, an estimated $14.2K.
  • SoFi Select 500 ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #523 holding.
  • Financial Engines Advisors first reported a position in SoFi Select 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.