IFP Advisors’s SoFi Select 500 ETF SFY Stock Holding History

IFP 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 Q3	$8.76K	Hold	57	–	–	﹤0.01%	3475
2026 Q2	$8.49K	Hold	57	–	–	﹤0.01%	3500
2026 Q1	$7.12K	Hold	57	–	–	﹤0.01%	3333
2025 Q4	$7.53K	Hold	57	–	–	﹤0.01%	3216
2025 Q3	$7.36K	Hold	57	–	–	﹤0.01%	3055
2025 Q2	$6.73K	Sell	57 -527	-90%	-$56.3K	﹤0.01%	3163
2025 Q1	$59.5K	Hold	584	–	–	﹤0.01%	1813
2024 Q4	$63.6K	Sell	584 -1	-0.2%	-$109	﹤0.01%	1704
2024 Q3	$60.7K	Sell	585 -7	-1%	-$698	﹤0.01%	1639
2024 Q2	$58.8K	Buy	592 +528	+825%	+$49.7K	﹤0.01%	1603
2024 Q1	$5.99K	Hold	64	–	–	﹤0.01%	2407
2023 Q4	$5.44K	Hold	64	–	–	﹤0.01%	2396
2023 Q3	$4.91K	Hold	64	–	–	﹤0.01%	2504
2023 Q2	$5.03K	Hold	64	–	–	﹤0.01%	2542
2023 Q1	$3.22K	Hold	64	–	–	﹤0.01%	2739
2022 Q4	$4K	Hold	64	–	–	﹤0.01%	3930
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	4151
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	3915
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	3913
2021 Q4	$6K	Buy	64 +60	+1,500%	+$5.13K	﹤0.01%	2431
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	3118
2021 Q2	$0	Buy	+4	New	+$305	﹤0.01%	3210

Other funds holding SFY

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's SFY Position: Q3 2026 in Review

IFP Advisors held its SoFi Select 500 ETF (SFY) position steady in Q3 2026 at 57 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

IFP Advisors first reported a position in SFY in Q2 2021 and has held it in 22 quarters since. The position peaked at $63.6K in Q4 2024. 10 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

IFP Advisors held 57 shares of SoFi Select 500 ETF worth $8.76K as of Q3 2026.
IFP Advisors left its SoFi Select 500 ETF share count unchanged in Q3 2026.
SoFi Select 500 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3475 holding.
IFP Advisors first reported a position in SoFi Select 500 ETF in Q2 2021 and has held it in 22 quarters since.
IFP Advisors's SoFi Select 500 ETF position peaked at $63.6K in Q4 2024.
10 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.