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

GHP 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 		$3.57K Hold
24
– – ﹤0.01% 939
2026
Q1 		$3K Hold
24
– – ﹤0.01% 967
2025
Q4 		$3.17K Hold
24
– – ﹤0.01% 866
2025
Q3 		$3.1K Buy
+24
New +$2.96K ﹤0.01% 837

Other funds holding SFY

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
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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

GHP Investment Advisors held its SoFi Select 500 ETF (SFY) position steady in Q2 2026 at 24 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

GHP Investment Advisors first reported a position in SFY in Q3 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

  • GHP Investment Advisors held 24 shares of SoFi Select 500 ETF worth $3.57K as of Q2 2026.
  • GHP Investment Advisors left its SoFi Select 500 ETF share count unchanged in Q2 2026.
  • SoFi Select 500 ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #939 holding.
  • GHP Investment Advisors first reported a position in SoFi Select 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.