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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s SoFi Select 500 ETF SFY Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$25.2K Hold
169
– – 0.01% 384
2026
Q1 		$21.2K Buy
169
+43
+34% +$5.64K 0.01% 361
2025
Q4 		$16.7K Buy
+126
New +$16.6K ﹤0.01% 385

Other funds holding SFY

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SFY Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 169 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #384.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SFY in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 169 shares of SoFi Select 500 ETF worth $25.2K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its SoFi Select 500 ETF share count unchanged in Q2 2026.
  • SoFi Select 500 ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #384 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SoFi Select 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.