Hantz Financial Services
SFY icon

Hantz Financial Services’s SoFi Select 500 ETF SFY Stock Holding History

Hantz Financial Services’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
-160
Closed -$16K – 1171
2024
Q2 		$16K Sell
160
-16
-9% -$1.51K ﹤0.01% 748
2024
Q1 		$16K Buy
176
+16
+10% +$1.41K ﹤0.01% 779
2023
Q4 		$14K Hold
160
– – ﹤0.01% 772
2023
Q3 		$12K Hold
160
– – ﹤0.01% 786
2023
Q2 		$13K Hold
160
– – ﹤0.01% 756
2023
Q1 		$12K Hold
160
– – ﹤0.01% 762
2022
Q4 		$11K Hold
160
– – ﹤0.01% 741
2022
Q3 		$10K Hold
160
– – ﹤0.01% 744
2022
Q2 		$11K Hold
160
– – ﹤0.01% 734
2022
Q1 		$13K Buy
+160
New +$12.9K ﹤0.01% 756

Other funds holding SFY

SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Centric Wealth Management
Centric Wealth Management Chicago, Illinois $657M AUM 18.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Hantz Financial Services's SFY Position: Q3 2024 in Review

Hantz Financial Services sold out of SoFi Select 500 ETF (SFY) in Q3 2024, closing a stake of 160 shares — an estimated $16K sold.

Hantz Financial Services first reported a position in SFY in Q1 2022 and held it in 10 quarters. The position peaked at $16K in Q2 2024. 27 funds tracked by Wall St. Rank hold SFY as of Q3 2024.

  • Hantz Financial Services reported no remaining SoFi Select 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Hantz Financial Services sold 160 SoFi Select 500 ETF shares in Q3 2024, an estimated $16K.
  • Hantz Financial Services first reported a position in SoFi Select 500 ETF in Q1 2022 and held it in 10 quarters.
  • Hantz Financial Services's SoFi Select 500 ETF position peaked at $16K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2024.

Based on Hantz Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.