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Harbour Investments’s SoFi Enhanced Yield ETF THTA Stock Holding History

Harbour Investments’s Portfolio THTA Stock Details THTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4K Hold
1,000
– – ﹤0.01% 3033
2025
Q4 		$15.2K Hold
1,000
– – ﹤0.01% 2547
2025
Q3 		$15.1K Buy
+1,000
New +$15K ﹤0.01% 2488

Other funds holding THTA

OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
MCA
McGuire Capital Advisors Bethany, Oklahoma $156M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbour Investments's THTA Position: Q1 2026 in Review

Harbour Investments held its SoFi Enhanced Yield ETF (THTA) position steady in Q1 2026 at 1,000 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Harbour Investments first reported a position in THTA in Q3 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold THTA as of Q1 2026.

  • Harbour Investments held 1,000 shares of SoFi Enhanced Yield ETF worth $15.4K as of Q1 2026.
  • Harbour Investments left its SoFi Enhanced Yield ETF share count unchanged in Q1 2026.
  • SoFi Enhanced Yield ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3033 holding.
  • Harbour Investments first reported a position in SoFi Enhanced Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held SoFi Enhanced Yield ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.