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GHP Investment Advisors’s SoFi Social 50 ETF SFYF Stock Holding History

GHP Investment Advisors’s Portfolio SFYF Stock Details SFYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12K Hold
18
– – ﹤0.01% 1018
2026
Q1 		$919 Hold
18
– – ﹤0.01% 1045
2025
Q4 		$1.01K Hold
18
– – ﹤0.01% 916
2025
Q3 		$988 Buy
+18
New +$904 ﹤0.01% 887

Other funds holding SFYF

PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

GHP Investment Advisors held its SoFi Social 50 ETF (SFYF) position steady in Q2 2026 at 18 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

GHP Investment Advisors first reported a position in SFYF in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold SFYF as of Q2 2026.

  • GHP Investment Advisors held 18 shares of SoFi Social 50 ETF worth $1.12K as of Q2 2026.
  • GHP Investment Advisors left its SoFi Social 50 ETF share count unchanged in Q2 2026.
  • SoFi Social 50 ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1018 holding.
  • GHP Investment Advisors first reported a position in SoFi Social 50 ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held SoFi Social 50 ETF as of Q2 2026.

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